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重庆老赵

重庆老赵

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IP属地：重庆

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0勋章

05-18 19:23

$拼多多(PDD)$

05-18 19:17

在匈牙利玩砍一刀被罚了多少？咋不见一个字的报道呢

拼多多千亿 “新拼姆” 计划：百人团队、大牌工厂、Temu 变重

05-14

垃圾消息都拿出来发！这十家企业早就被允许！只是因为美方附加的严苛条款，无一家同意采购而已！老虎发这种资讯是在玩错误诱导

市场消息：美国批准约10家中国公司购买英伟达H200芯片

05-13

央视网是造谣源头？怎么处理？

汽车股多数下跌吉利汽车(00175)跌5.5% 多家车企锁电乌龙引风波

05-13

狗屁不通

马斯克与奥特曼法庭交锋，特斯拉被卷入

04-24

有这家公司？实体店叫啥？[笑哭]

港股异动 | 莎莎国际(00178)尾盘涨超6% 内地关店转向线上渠道全年纯利跃升至2亿港元左右

01-26

老马会平庸？

特斯拉的最大风险：归于平庸

01-21

$携程网(TCOM)$ 反内卷运动中的那只鸡不看好

01-15

20年21年接受处罚后的阿里和美团现在价位回到当初了吗？

01-14

$携程网(TCOM)$ 对照之前被立案处罚了的阿里和美团至今还在低位运行

01-14

看看20年后的阿里 21年后的美团、谁还认为这是个机会？

01-14

$携程网(TCOM)$ 已清仓，携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团股价至今还没回到当初、还是暂时避开为佳只是好奇为何官方公布立案消息时间为什么是港股收盘后的16:00？是为了掩护某些同志先撤退？另外论到垄断和算法收割滴滴不是更应该被拉出来打靶么？为何选择了携程？是因为背后的力量不够强大吗？[开心]

01-08

辅助驾驶不是无人驾驶[笑哭] 在特斯拉机器人上市前是特斯拉各种利空密集突发阶段

特斯拉辅助驾驶连续避让后追尾车主：刹车没反应车门和窗户打不开

01-07

只谈忧患这是唱空么？

特斯拉：一家或将陷入衰退的成长型企业

01-06

安卓再自由也不影响苹果成为顶流

01-06

安卓再自由也不妨碍苹果成为顶流

英伟达做了个FSD？马斯克淡定回应：我不会为此失眠

2025-12-07

$上海机场(600009)$ 即将与中免展开新一轮租赁谈判

2025-11-04

标题党[喷血]

特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对

2025-10-13

卖了美股买了港股差价5%

2025-09-30

国内车贷的毁约量应该很小

信用销售规模暴增小鹏汽车巨额客户按揭尾款存减值风险

去老虎APP查看更多动态

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被罚了多少？咋不见一个字的报道呢","text":"在匈牙利玩砍一刀 被罚了多少？咋不见一个字的报道呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565529304074240","repostId":"2634021580","repostType":2,"repost":{"id":"2634021580","kind":"live","pubTimestamp":1778585229,"share":"https://www.laohu8.com/m/news/2634021580?lang=zh_CN&edition=full","pubTime":"2026-05-12 19:27","market":"us","language":"zh","title":"拼多多千亿 “新拼姆” 计划：百人团队、大牌工厂、Temu 变重","url":"https://stock-news.laohu8.com/highlight/detail?id=2634021580","media":"智通财经","summary":"目前，新拼姆组织了多个团队赛马。","content":"<html><head></head><body><p>2025年底， <a href=\"https://laohu8.com/S/PDD\">拼多多</a> 说要花1000亿元投资供应链，三年再造一个自己。但到目前为止，执行这件事的是一支约百人规模的独立团队，大多数拼多多和Temu员工不知道他们在做什么，也没有接到支持需求。 </p><p>项目是拼多多今年4月在年度财报会上宣布的 “拼多多 + Temu”，搭建自营品牌模式的 “新拼姆”，第一期现金注资150亿元，三年计划总投入1000亿元。新拼姆主要负责人之一北陌曾是腾讯产品经理，加入拼多多后先做产品，后曾负责过服装类目。他此前最主要的成绩是快团团——2020年推出的私域团购工具，近年来GMV稳定在3000亿元以上，但商业化进展有限，和拼多多主业没有打通。</p><p>目前，新拼姆组织了多个团队赛马。（晚点 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计划：百人团队、大牌工厂、Temu 变重\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 19:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年底， 拼多多 说要花1000亿元投资供应链，三年再造一个自己。但到目前为止，执行这件事的是一支约百人规模的独立团队，大多数拼多多和Temu员工不知道他们在做什么，也没有接到支持需求。 项目是拼多多今年4月在年度财报会上宣布的 “拼多多 + Temu”，搭建自营品牌模式的 “新拼姆”，第一期现金注资150亿元，三年计划总投入1000亿元。新拼姆主要负责人之一北陌曾是腾讯产品经理，加入拼多多...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多","PDDL":"2倍做多PDD ETF-GraniteShares","KPDD":"2倍做多PDD ETF-KraneShares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2634021580","content_text":"2025年底， 拼多多 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是在玩错误诱导","listText":"垃圾消息都拿出来发！这十家企业早就被允许！只是因为美方附加的严苛条款，无一家同意采购而已！ 老虎发这种资讯 是在玩错误诱导","text":"垃圾消息都拿出来发！这十家企业早就被允许！只是因为美方附加的严苛条款，无一家同意采购而已！ 老虎发这种资讯 是在玩错误诱导","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564090444605544","repostId":"1107549031","repostType":2,"repost":{"id":"1107549031","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778738053,"share":"https://www.laohu8.com/m/news/1107549031?lang=zh_CN&edition=full","pubTime":"2026-05-14 13:54","market":"us","language":"zh","title":"市场消息：美国批准约10家中国公司购买英伟达H200芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1107549031","media":"老虎资讯综合","summary":"5月14日，$英伟达(NVDA)$美股夜盘短线走高，现涨近2%。","content":"<html><head></head><body><p>5月14日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>美股夜盘短线拉升，现涨近2%；据路透报道，美国已允许阿里巴巴、字节跳动、腾讯和京东在内的10家中国企业购买英伟达H200芯片。联想与富士康等分销企业也能购买。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0baf07603c40a67fe43b45f586795b03\" title=\"\" tg-width=\"827\" tg-height=\"726\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：美国批准约10家中国公司购买英伟达H200芯片</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>美股夜盘短线拉升，现涨近2%；据路透报道，美国已允许阿里巴巴、字节跳动、腾讯和京东在内的10家中国企业购买英伟达H200芯片。联想与富士康等分销企业也能购买。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0baf07603c40a67fe43b45f586795b03\" title=\"\" tg-width=\"827\" tg-height=\"726\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDS":"1.5倍做空NVDA ETF-Tradr","NVDD":"1倍做空NVDA ETF-Direxion","NVDX":"2倍做多NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDW":"NVDA周配息ETF-Roundhill","NVDU":"2倍做多NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107549031","content_text":"5月14日，英伟达美股夜盘短线拉升，现涨近2%；据路透报道，美国已允许阿里巴巴、字节跳动、腾讯和京东在内的10家中国企业购买英伟达H200芯片。联想与富士康等分销企业也能购买。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDB":0.6,"NVDX":0.6,"NVYY":0.6,"NVDS":0.6,"NVDQ":0.6,"NVDU":0.6,"NVDL":0.6,"NVDG":0.6,"DIPS":0.6,"NVDO":0.6,"ANV":0.6,"NVDA":2,"NVD":0.6,"NVDW":0.6,"NVII":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563800142911352,"gmtCreate":1778680916305,"gmtModify":1778681215059,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"央视网是造谣源头？怎么处理？","listText":"央视网是造谣源头？怎么处理？","text":"央视网是造谣源头？怎么处理？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563800142911352","repostId":"2635643278","repostType":2,"repost":{"id":"2635643278","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1778639752,"share":"https://www.laohu8.com/m/news/2635643278?lang=zh_CN&edition=full","pubTime":"2026-05-13 10:35","market":"nz","language":"zh","title":"汽车股多数下跌 吉利汽车(00175)跌5.5% 多家车企锁电乌龙引风波","url":"https://stock-news.laohu8.com/highlight/detail?id=2635643278","media":"金吾财讯","summary":"金吾财讯 | 港股汽车股多数下跌，吉利汽车 跌5.5%，比亚迪股份跌3.1%，奇瑞汽车跌2.24%，、赛力斯跌2.1%，长城汽车跌1.1%，小鹏集团跌1.44%。5 月 9 日，网络流传 8 家主流新能源车企因 OTA “锁电” 被集中约谈，3 家被立案调查，涉事名单涵盖比亚迪、特斯拉等头部企业，引发市场广泛关注。值得注意的是，锁电现象真实存在，车企多为降低电池质保成本、规避安全风险，通过 OTA 偷偷限制电池性能，2021 年威马汽车因锁电引发维权，最终经营受挫。","content":"<html><body><p>金吾财讯 | 港股汽车股多数下跌，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>(00175)跌5.5%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)跌3.1%，<a href=\"https://laohu8.com/S/09973\">奇瑞汽车</a>(09973)跌2.24%，、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)跌2.1%，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>(02333)跌1.1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>(09868)跌1.44%。</p><p>5 月 9 日，网络流传 8 家主流新能源车企因 OTA “锁电” 被集中约谈，3 家被立案调查，涉事名单涵盖<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等头部企业，引发市场广泛关注。但当日涉事车企均同步否认该消息，中汽协随后证实，相关主管部门未开展任何约谈、立案行动，网传内容与事实严重不符。经查，该谣言源于央视网 4 月一篇报道，原文未提及具体涉事车企，后经 AI 补全名单并传播发酵，央视网已更正说明，明确约谈是 2020 年至今 8 家车企因多种问题被约谈，并非此次因锁电集中约谈。值得注意的是，锁电现象真实存在，车企多为降低电池质保成本、规避安全风险，通过 OTA 偷偷限制电池性能，2021 年威马汽车因锁电引发维权，最终经营受挫。目前工信部与市场监管总局已划下红线，严禁锁电降配等行为，规范车企 OTA 升级行为，保障消费者权益。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车股多数下跌 吉利汽车(00175)跌5.5% 多家车企锁电乌龙引风波</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汽车股多数下跌 吉利汽车(00175)跌5.5% 多家车企锁电乌龙引风波\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-13 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股汽车股多数下跌，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>(00175)跌5.5%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)跌3.1%，<a href=\"https://laohu8.com/S/09973\">奇瑞汽车</a>(09973)跌2.24%，、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)跌2.1%，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>(02333)跌1.1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏集团</a>(09868)跌1.44%。</p><p>5 月 9 日，网络流传 8 家主流新能源车企因 OTA “锁电” 被集中约谈，3 家被立案调查，涉事名单涵盖<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等头部企业，引发市场广泛关注。但当日涉事车企均同步否认该消息，中汽协随后证实，相关主管部门未开展任何约谈、立案行动，网传内容与事实严重不符。经查，该谣言源于央视网 4 月一篇报道，原文未提及具体涉事车企，后经 AI 补全名单并传播发酵，央视网已更正说明，明确约谈是 2020 年至今 8 家车企因多种问题被约谈，并非此次因锁电集中约谈。值得注意的是，锁电现象真实存在，车企多为降低电池质保成本、规避安全风险，通过 OTA 偷偷限制电池性能，2021 年威马汽车因锁电引发维权，最终经营受挫。目前工信部与市场监管总局已划下红线，严禁锁电降配等行为，规范车企 OTA 升级行为，保障消费者权益。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","relate_stocks":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","82333":"长城汽车-R","601127":"赛力斯","601633":"长城汽车","TSLA":"特斯拉","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","BK1539":"汽车股","SG9999015978.USD":"利安颠覆性创新基金A","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 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ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD"},"source_url":"1981233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635643278","content_text":"金吾财讯 | 港股汽车股多数下跌，吉利汽车(00175)跌5.5%，比亚迪股份(01211)跌3.1%，奇瑞汽车(09973)跌2.24%，、赛力斯(09927)跌2.1%，长城汽车(02333)跌1.1%，小鹏集团(09868)跌1.44%。5 月 9 日，网络流传 8 家主流新能源车企因 OTA “锁电” 被集中约谈，3 家被立案调查，涉事名单涵盖比亚迪、特斯拉等头部企业，引发市场广泛关注。但当日涉事车企均同步否认该消息，中汽协随后证实，相关主管部门未开展任何约谈、立案行动，网传内容与事实严重不符。经查，该谣言源于央视网 4 月一篇报道，原文未提及具体涉事车企，后经 AI 补全名单并传播发酵，央视网已更正说明，明确约谈是 2020 年至今 8 家车企因多种问题被约谈，并非此次因锁电集中约谈。值得注意的是，锁电现象真实存在，车企多为降低电池质保成本、规避安全风险，通过 OTA 偷偷限制电池性能，2021 年威马汽车因锁电引发维权，最终经营受挫。目前工信部与市场监管总局已划下红线，严禁锁电降配等行为，规范车企 OTA 升级行为，保障消费者权益。","news_type":1,"symbols_score_info":{"80175":0.6,"81211":0.6,"82333":0.6,"601127":1.86,"601633":1.86,"XPEV":1.85,"09868":1.85,"TSLA":1.84,"09973":1.87,"GWLLY":1.86,"00175":1.95,"GELYY":1.95,"02333":1.86,"HYDD.SI":0.6,"002594":1.92,"BYDDY":1.92,"01211":1.92,"EVS.SI":0.6,"09927":1.86}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563799551756472,"gmtCreate":1778680768776,"gmtModify":1778681187665,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"狗屁不通","listText":"狗屁不通","text":"狗屁不通","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563799551756472","repostId":"2635878711","repostType":2,"repost":{"id":"2635878711","kind":"highlight","pubTimestamp":1778677287,"share":"https://www.laohu8.com/m/news/2635878711?lang=zh_CN&edition=full","pubTime":"2026-05-13 21:01","market":"us","language":"zh","title":"马斯克与奥特曼法庭交锋，特斯拉被卷入","url":"https://stock-news.laohu8.com/highlight/detail?id=2635878711","media":"环球市场播报","summary":"特斯拉被卷入一场备受关注的科技界法律纠纷。OpenAI首席执行官萨姆·奥特曼在证词中表示，对于埃隆·马斯克试图担任该公司首席执行官并获取大量股权的行为感到“极度不安”。这场诉讼的核心围绕OpenAI的治理结构展开，其结果可能对其未来的融资能力和发展方向产生深远影响。马斯克作为特斯拉的领导者，其个人商业野心再次将这家电动汽车制造商置于聚光灯下，导致特斯拉股价承压。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","content":"<html><body><div>\n<p>　　<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>被卷入一场备受关注的科技界法律纠纷。OpenAI首席执行官萨姆·奥特曼在证词中表示，对于埃隆·马斯克试图担任该公司首席执行官并获取大量股权的行为感到“极度不安”。这场诉讼的核心围绕OpenAI的治理结构展开，其结果可能对其未来的融资能力和发展方向产生深远影响。马斯克作为特斯拉的领导者，其个人商业野心再次将这家电动汽车制造商置于聚光灯下，导致特斯拉股价承压。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克与奥特曼法庭交锋，特斯拉被卷入</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克与奥特曼法庭交锋，特斯拉被卷入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-13/doc-inhxufva0648795.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉被卷入一场备受关注的科技界法律纠纷。OpenAI首席执行官萨姆·奥特曼在证词中表示，对于埃隆·马斯克试图担任该公司首席执行官并获取大量股权的行为感到“极度不安”。这场诉讼的核心围绕OpenAI的治理结构展开，其结果可能对其未来的融资能力和发展方向产生深远影响。马斯克作为特斯拉的领导者，其个人商业野心再次将这家电动汽车制造商置于聚光灯下，导致特斯拉股价承压。\n\n\n海量资讯、精准解读，尽在新浪...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-13/doc-inhxufva0648795.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4598":"佩洛西持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","07766":"南方两倍做多特斯拉","BK4551":"寇图资本持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best 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TRANSITION \"CRH\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-13/doc-inhxufva0648795.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635878711","content_text":"特斯拉被卷入一场备受关注的科技界法律纠纷。OpenAI首席执行官萨姆·奥特曼在证词中表示，对于埃隆·马斯克试图担任该公司首席执行官并获取大量股权的行为感到“极度不安”。这场诉讼的核心围绕OpenAI的治理结构展开，其结果可能对其未来的融资能力和发展方向产生深远影响。马斯克作为特斯拉的领导者，其个人商业野心再次将这家电动汽车制造商置于聚光灯下，导致特斯拉股价承压。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"TSLP":0.6,"CRSH":0.6,"07766":0.6,"TSLW":0.6,"TSLO":0.6,"AMZN":0.6,"TSLG":0.6,"TSLA":1.94,"TEST":0.6,"TSLZ":0.6,"NVDA":0.6,"TSLY":0.6,"TSLR":0.6,"UFO":0.6,"TSDD":0.6,"TSL":0.6,"TSLQ":0.6,"AAPL":0.6,"TSYY":0.6,"TSLI":0.6,"TSII":0.6,"META":0.6,"MSFT":0.6,"TLA":0.6,"TESL":0.6,"TSLS":0.6,"TSLT":0.6,"GOOG":0.6}},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557040049169344,"gmtCreate":1777016541698,"gmtModify":1777016544369,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"有这家公司？实体店叫啥？[笑哭]&nbsp;&nbsp;","listText":"有这家公司？实体店叫啥？[笑哭]&nbsp;&nbsp;","text":"有这家公司？实体店叫啥？[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557040049169344","repostId":"2629818016","repostType":2,"repost":{"id":"2629818016","kind":"news","pubTimestamp":1777015253,"share":"https://www.laohu8.com/m/news/2629818016?lang=zh_CN&edition=full","pubTime":"2026-04-24 15:20","market":"sh","language":"zh","title":"港股异动 | 莎莎国际(00178)尾盘涨超6% 内地关店转向线上渠道 全年纯利跃升至2亿港元左右","url":"https://stock-news.laohu8.com/highlight/detail?id=2629818016","media":"智通财经","summary":"智通财经APP获悉，莎莎国际尾盘涨超6%，截至发稿，涨5.13%，报0.82港元，成交额1137.97万港元。消息面上，莎莎国际近期发布年度盈喜公告，公司预计截至今年3月底的2026财年度，集团归母净利润将跃升至约1.9亿港元至2.05亿港元，较上一年度的7700万港元同比增幅高达147%至166%。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/00178\">莎莎国际</a>(00178)尾盘涨超6%，截至发稿，涨5.13%，报0.82港元，成交额1137.97万港元。</p><p>消息面上，莎莎国际近期发布年度盈喜公告，公司预计截至今年3月底的2026财年度，集团归母净利润将跃升至约1.9亿港元至2.05亿港元，较上一年度的7700万港元同比增幅高达147%至166%。据测算，公司下半年盈利约1.4亿至1.55亿港元，盈利释放明显加快。</p><p>值得注意的是，莎莎国际中国内地线下门店数量已从2022财年的77家持续缩减，并在2026财年全部关闭；与此同时，2025财年内地线上营业额仍达4.18亿港元，占当地销售额的80.3%，显示其在内地市场的销售重心已明显转向线上渠道。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 莎莎国际(00178)尾盘涨超6% 内地关店转向线上渠道 全年纯利跃升至2亿港元左右</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 莎莎国际(00178)尾盘涨超6% 内地关店转向线上渠道 全年纯利跃升至2亿港元左右\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-24 15:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1433300.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，莎莎国际(00178)尾盘涨超6%，截至发稿，涨5.13%，报0.82港元，成交额1137.97万港元。消息面上，莎莎国际近期发布年度盈喜公告，公司预计截至今年3月底的2026财年度，集团归母净利润将跃升至约1.9亿港元至2.05亿港元，较上一年度的7700万港元同比增幅高达147%至166%。据测算，公司下半年盈利约1.4亿至1.55亿港元，盈利释放明显加快。值得注意的是，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1433300.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1601":"香港本地股","BK1577":"香港本地消费股","00178":"莎莎国际","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK1224":"专卖店","VXUS":"国际股票ETF-Vanguard","BK1502":"双十一","BK1525":"化妆美容股","BK1602":"香港零售股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1433300.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629818016","content_text":"智通财经APP获悉，莎莎国际(00178)尾盘涨超6%，截至发稿，涨5.13%，报0.82港元，成交额1137.97万港元。消息面上，莎莎国际近期发布年度盈喜公告，公司预计截至今年3月底的2026财年度，集团归母净利润将跃升至约1.9亿港元至2.05亿港元，较上一年度的7700万港元同比增幅高达147%至166%。据测算，公司下半年盈利约1.4亿至1.55亿港元，盈利释放明显加快。值得注意的是，莎莎国际中国内地线下门店数量已从2022财年的77家持续缩减，并在2026财年全部关闭；与此同时，2025财年内地线上营业额仍达4.18亿港元，占当地销售额的80.3%，显示其在内地市场的销售重心已明显转向线上渠道。","news_type":1,"symbols_score_info":{"00178":1.5,"VXUS":1.5}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525984671084632,"gmtCreate":1769439178180,"gmtModify":1769439180694,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"老马 会平庸？","listText":"老马 会平庸？","text":"老马 会平庸？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525984671084632","repostId":"2606212832","repostType":2,"repost":{"id":"2606212832","kind":"news","pubTimestamp":1769427420,"share":"https://www.laohu8.com/m/news/2606212832?lang=zh_CN&edition=full","pubTime":"2026-01-26 19:37","market":"sg","language":"zh","title":"特斯拉的最大风险：归于平庸","url":"https://stock-news.laohu8.com/highlight/detail?id=2606212832","media":"环球市场播报","summary":"一家车企能坐拥1.5万亿美元市值，特斯拉的地位可谓无人能及。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。　　特斯拉首席执行官埃隆·马斯克近日在社交平台X上发文，释放了又一个隐晦的信号：特斯拉将于2月14日后停止出售FSD，此后仅提供按月订阅服务。","content":"<html><body><div>\n<p>　　一家车企能坐拥1.5万亿美元市值，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>的地位可谓无人能及。无论是负面消息，还是此起彼伏的竞争警报，似乎都难以真正撼动其股价。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。</p>\n<p>　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。2025年，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>在纯电动汽车销量上完成反超。行业分析机构考克斯汽车（Cox Automotive）的最新数据显示，即便特斯拉推出了简配版Model 3和Model Y车型，试图在电动车税收抵免退坡后重振需求，但2025年第四季度在美国市场的销量仍下滑15%。</p>\n<p>　　特斯拉首席执行官埃隆·马斯克近日在社交平台X上发文，释放了又一个隐晦的信号：特斯拉将于2月14日后停止出售FSD，此后仅提供按月订阅服务。</p>\n<p>　　FSD即完全自动驾驶（监管版），本质上仍是一套高级驾驶辅助系统，并不具备完全自主驾驶能力。多年来，它一直以选装升级的形式出售，目前一次性购买价格为8000美元。自2021年起，特斯拉推出订阅方案，当前月费为99美元。</p>\n<p>　　特斯拉的一举一动总能引发热议，这次也不例外，究其根源还是马斯克过往的种种豪言。2020年，他曾放话称，随着软件持续迭代优化，这套当时还未标注“监管版”的FSD选装包，价值将水涨船高，最终有望突破10万美元大关。然而，现实世界中的科技产品，尤其是依赖芯片、被装进四个轮子里的技术，价值几乎总是沿着相反方向演进，而且往往速度不慢。理论上，更好的软件或许能改变这一轨迹，但特斯拉自身的行动显然并未印证这一点。</p>\n<p>　　FSD的定价并非一成不变：2019年时售价一度低至5000美元，随后几经上调，最高涨到1.5万美元。订阅模式推出后，价格一路回落至如今水平。如今，特斯拉索性取消了买断选项，尽管这一方式相当于提前锁定近十年的订阅收入。</p>\n<p>　　这并不像一项会不断升值的资产，更像一项普通服务：价格随技术能力、竞争格局与市场环境而浮动。</p>\n<p>　　这一转向的背景，是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在拉斯维加斯消费电子展上掀起的涟漪。这家芯片巨头推出了开源人工智能模型Alpamayo，用于开发自动驾驶汽车，并将其与英伟达现有的软硬件工具整合，为车企提供一套“即装即用”的高级驾驶辅助系统解决方案，未来甚至有望拓展至完全自动驾驶。</p>\n<p>　　马斯克回应称，英伟达不过是在复制特斯拉的路线。从某种程度上来说，确实如此。英伟达采用的机器学习自动驾驶方案与特斯拉思路相近，同样需要花费漫长时间，在真实道路环境中反复验证。</p>\n<p>　　但更深层的问题在于，一家并不打算造车的科技公司，正试图打造自动驾驶领域的“安卓系统”，向所有愿意付费的车企开放。这为传统车企提供了一条低资本投入的捷径，却也意味着，一个持续增长的车辆价值来源将不可避免地外溢给一家市值已超过全球汽车产业总和的供应商。对底特律而言，这是一把双刃剑，尤其是在其价值体系仍高度依赖内燃机的背景下。</p>\n<p>　　对特斯拉而言，情况可能更糟。随着电动车业务明显受挫，支撑其估值的，越来越多来自市场对其在自动驾驶领域建立统治地位的预期。特斯拉的股票，本质上是一种叙事。正如自动驾驶专家、风投机构New Industry Management联合创始人亚历克斯·罗伊（Alex Roy）所言，特斯拉拥有强大的“叙事主导权”。马斯克塑造公众对汽车科技认知的能力之强，甚至延伸到对相关术语本身的定义，以至于不断逼近的竞争，也未能撼动特斯拉200倍以上的市盈率。</p>\n<p>　　但竞争往往伴随着另一种更隐秘的力量：大宗商品化。近一年前，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>已在中国市场将高级驾驶辅助系统列为多数车型的标配；如今英伟达的入局，又为汽车功能“从高价噱头沦为标配”的老路添上了新注脚。别忘了，作为FSD前身的Autopilot，曾经也是售价数千美元的选装项，如今早已成为标配。在经历多轮降价后，FSD转而完全采用可随时取消的订阅模式，本身就是一种信号。</p>\n<p>　　如果特斯拉的技术优势无可匹敌，这种变化或许不足为惧。但正如我此前所写，特斯拉对其所谓“定义行业、引领全球”的核心技术，一直披露有限，令人费解。</p>\n<p>　　更何况，距离特斯拉在奥斯汀推出FSD自动驾驶出租车一周年的节点仅剩五个月。必须坦率地说，与马斯克此前的承诺相比，那次“上线”近乎滑稽，而公司最近又一次错过了移除前排安全驾驶员的时间节点。</p>\n<p>　　如果这种不温不火的节奏持续到2026年6月，那些长期看多特斯拉的投资者，是否会开始对“特斯拉真正引领自动驾驶”的叙事产生动摇？罗伊指出，只要不发生灾难性事故，特斯拉仍有空间展示进展、维系叙事，比如在保留安全员的情况下，将服务扩展至更多城市。考虑到特斯拉近乎宗教般的号召力，这或许已足以托住股价。马斯克当然也可以进一步加码“机器人叙事”，只是那条赛道上，同样已不乏竞争者。</p>\n<p>　　但除了信徒之外，外界已然看清：特斯拉在无人驾驶领域许下的种种承诺，与其实际进展相去甚远；与此同时，市场竞争日益激烈，行业“常态化”的苗头也已显现。既然特斯拉已在电动车领域失去无可争议的领导地位和定价权，又凭什么假定，它能在新领域免疫于同样的规律？</p>\n<p>　　企业可以在某个（任何）领域大获成功，但当竞争加剧、光环褪色时，它仍可能辜负市场的炽热期望。评估特斯拉的自动驾驶业务时，决定性的不只是市场份额假设，也在于价格与定价能力。在如此高估值的状态下，最大的风险或许并非轰然坠落，而是缓慢而熟悉地，滑向平庸。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘明亮 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉的最大风险：归于平庸</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉的最大风险：归于平庸\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-26 19:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-26/doc-inhirukv8967185.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一家车企能坐拥1.5万亿美元市值，特斯拉的地位可谓无人能及。无论是负面消息，还是此起彼伏的竞争警报，似乎都难以真正撼动其股价。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。\n　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。2025年，比亚迪在纯电动汽车销量上完成反超。行业分析机构考克斯汽车（Cox Automotive）的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-26/doc-inhirukv8967185.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) 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SGD-H"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-26/doc-inhirukv8967185.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2606212832","content_text":"一家车企能坐拥1.5万亿美元市值，特斯拉的地位可谓无人能及。无论是负面消息，还是此起彼伏的竞争警报，似乎都难以真正撼动其股价。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。\n　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。2025年，比亚迪在纯电动汽车销量上完成反超。行业分析机构考克斯汽车（Cox Automotive）的最新数据显示，即便特斯拉推出了简配版Model 3和Model Y车型，试图在电动车税收抵免退坡后重振需求，但2025年第四季度在美国市场的销量仍下滑15%。\n　　特斯拉首席执行官埃隆·马斯克近日在社交平台X上发文，释放了又一个隐晦的信号：特斯拉将于2月14日后停止出售FSD，此后仅提供按月订阅服务。\n　　FSD即完全自动驾驶（监管版），本质上仍是一套高级驾驶辅助系统，并不具备完全自主驾驶能力。多年来，它一直以选装升级的形式出售，目前一次性购买价格为8000美元。自2021年起，特斯拉推出订阅方案，当前月费为99美元。\n　　特斯拉的一举一动总能引发热议，这次也不例外，究其根源还是马斯克过往的种种豪言。2020年，他曾放话称，随着软件持续迭代优化，这套当时还未标注“监管版”的FSD选装包，价值将水涨船高，最终有望突破10万美元大关。然而，现实世界中的科技产品，尤其是依赖芯片、被装进四个轮子里的技术，价值几乎总是沿着相反方向演进，而且往往速度不慢。理论上，更好的软件或许能改变这一轨迹，但特斯拉自身的行动显然并未印证这一点。\n　　FSD的定价并非一成不变：2019年时售价一度低至5000美元，随后几经上调，最高涨到1.5万美元。订阅模式推出后，价格一路回落至如今水平。如今，特斯拉索性取消了买断选项，尽管这一方式相当于提前锁定近十年的订阅收入。\n　　这并不像一项会不断升值的资产，更像一项普通服务：价格随技术能力、竞争格局与市场环境而浮动。\n　　这一转向的背景，是英伟达在拉斯维加斯消费电子展上掀起的涟漪。这家芯片巨头推出了开源人工智能模型Alpamayo，用于开发自动驾驶汽车，并将其与英伟达现有的软硬件工具整合，为车企提供一套“即装即用”的高级驾驶辅助系统解决方案，未来甚至有望拓展至完全自动驾驶。\n　　马斯克回应称，英伟达不过是在复制特斯拉的路线。从某种程度上来说，确实如此。英伟达采用的机器学习自动驾驶方案与特斯拉思路相近，同样需要花费漫长时间，在真实道路环境中反复验证。\n　　但更深层的问题在于，一家并不打算造车的科技公司，正试图打造自动驾驶领域的“安卓系统”，向所有愿意付费的车企开放。这为传统车企提供了一条低资本投入的捷径，却也意味着，一个持续增长的车辆价值来源将不可避免地外溢给一家市值已超过全球汽车产业总和的供应商。对底特律而言，这是一把双刃剑，尤其是在其价值体系仍高度依赖内燃机的背景下。\n　　对特斯拉而言，情况可能更糟。随着电动车业务明显受挫，支撑其估值的，越来越多来自市场对其在自动驾驶领域建立统治地位的预期。特斯拉的股票，本质上是一种叙事。正如自动驾驶专家、风投机构New Industry Management联合创始人亚历克斯·罗伊（Alex Roy）所言，特斯拉拥有强大的“叙事主导权”。马斯克塑造公众对汽车科技认知的能力之强，甚至延伸到对相关术语本身的定义，以至于不断逼近的竞争，也未能撼动特斯拉200倍以上的市盈率。\n　　但竞争往往伴随着另一种更隐秘的力量：大宗商品化。近一年前，比亚迪已在中国市场将高级驾驶辅助系统列为多数车型的标配；如今英伟达的入局，又为汽车功能“从高价噱头沦为标配”的老路添上了新注脚。别忘了，作为FSD前身的Autopilot，曾经也是售价数千美元的选装项，如今早已成为标配。在经历多轮降价后，FSD转而完全采用可随时取消的订阅模式，本身就是一种信号。\n　　如果特斯拉的技术优势无可匹敌，这种变化或许不足为惧。但正如我此前所写，特斯拉对其所谓“定义行业、引领全球”的核心技术，一直披露有限，令人费解。\n　　更何况，距离特斯拉在奥斯汀推出FSD自动驾驶出租车一周年的节点仅剩五个月。必须坦率地说，与马斯克此前的承诺相比，那次“上线”近乎滑稽，而公司最近又一次错过了移除前排安全驾驶员的时间节点。\n　　如果这种不温不火的节奏持续到2026年6月，那些长期看多特斯拉的投资者，是否会开始对“特斯拉真正引领自动驾驶”的叙事产生动摇？罗伊指出，只要不发生灾难性事故，特斯拉仍有空间展示进展、维系叙事，比如在保留安全员的情况下，将服务扩展至更多城市。考虑到特斯拉近乎宗教般的号召力，这或许已足以托住股价。马斯克当然也可以进一步加码“机器人叙事”，只是那条赛道上，同样已不乏竞争者。\n　　但除了信徒之外，外界已然看清：特斯拉在无人驾驶领域许下的种种承诺，与其实际进展相去甚远；与此同时，市场竞争日益激烈，行业“常态化”的苗头也已显现。既然特斯拉已在电动车领域失去无可争议的领导地位和定价权，又凭什么假定，它能在新领域免疫于同样的规律？\n　　企业可以在某个（任何）领域大获成功，但当竞争加剧、光环褪色时，它仍可能辜负市场的炽热期望。评估特斯拉的自动驾驶业务时，决定性的不只是市场份额假设，也在于价格与定价能力。在如此高估值的状态下，最大的风险或许并非轰然坠落，而是缓慢而熟悉地，滑向平庸。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","news_type":1,"symbols_score_info":{"TSLQ":0.6,"TSYY":0.6,"TESL":0.6,"TSLI":0.6,"TSLY":0.6,"TSLW":0.6,"TSLR":0.6,"TSLT":0.6,"TSDD":0.6,"TSLP":0.6,"TSLA":1.96,"07766":0.6,"TSLG":0.6,"TSL":0.6,"CRSH":0.6,"TSLS":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524203183620296,"gmtCreate":1769005883978,"gmtModify":1769005886317,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"<a 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现在价位回到当初了吗？","text":"20年21年 接受处罚后的阿里和美团 现在价位回到当初了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/522211224191224","isVote":1,"tweetType":1,"viewCount":11610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501110471229028","authorId":"3501110471229028","name":"赚钱去火星","avatar":"https://static.tigerbbs.com/b086a214bbd5d0efb72fd2f72b054b57","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3501110471229028","idStr":"3501110471229028"},"content":"但是拼多多当年确实是机会。 [贱笑]","text":"但是拼多多当年确实是机会。 [贱笑]","html":"但是拼多多当年确实是机会。 [贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521689401184816,"gmtCreate":1768401617161,"gmtModify":1768405089055,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 对照之前被立案处罚了的阿里和美团 至今还在低位运行","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 对照之前被立案处罚了的阿里和美团 至今还在低位运行","text":"$携程网(TCOM)$ 对照之前被立案处罚了的阿里和美团 至今还在低位运行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521689401184816","isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521670960149840,"gmtCreate":1768397044214,"gmtModify":1768397048487,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"看看20年后的阿里 21年后的美团 、谁还认为这是个机会？","listText":"看看20年后的阿里 21年后的美团 、谁还认为这是个机会？","text":"看看20年后的阿里 21年后的美团 、谁还认为这是个机会？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/521670960149840","isVote":1,"tweetType":1,"viewCount":13163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.laohu8.com/picture159","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274803156147","idStr":"3479274803156147"},"content":"机会还在，耐心等回调！","text":"机会还在，耐心等回调！","html":"机会还在，耐心等回调！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521652096357424,"gmtCreate":1768392435432,"gmtModify":1768394892071,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$&nbsp;</a> 已清仓，携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团 股价至今还没回到当初、还是暂时避开为佳 只是好奇 为何官方公布立案消息时间为什么是港股收盘后的16:00？是为了掩护某些同志先撤退？ 另外 论到垄断和算法收割 滴滴不是更应该被拉出来打靶么？为何选择了携程？是因为背后的力量不够强大吗？[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$&nbsp;</a> 已清仓，携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团 股价至今还没回到当初、还是暂时避开为佳 只是好奇 为何官方公布立案消息时间为什么是港股收盘后的16:00？是为了掩护某些同志先撤退？ 另外 论到垄断和算法收割 滴滴不是更应该被拉出来打靶么？为何选择了携程？是因为背后的力量不够强大吗？[开心]&nbsp;&nbsp;","text":"$携程网(TCOM)$ 已清仓，携程这次算是反内卷里竖立的反面教材吧、对照当年的阿里和美团 股价至今还没回到当初、还是暂时避开为佳 只是好奇 为何官方公布立案消息时间为什么是港股收盘后的16:00？是为了掩护某些同志先撤退？ 另外 论到垄断和算法收割 滴滴不是更应该被拉出来打靶么？为何选择了携程？是因为背后的力量不够强大吗？[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521652096357424","isVote":1,"tweetType":1,"viewCount":4028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519596425883832,"gmtCreate":1767875847435,"gmtModify":1767875850291,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"辅助驾驶不是无人驾驶[笑哭]&nbsp; &nbsp;在特斯拉机器人上市前是特斯拉各种利空密集突发阶段","listText":"辅助驾驶不是无人驾驶[笑哭]&nbsp; &nbsp;在特斯拉机器人上市前是特斯拉各种利空密集突发阶段","text":"辅助驾驶不是无人驾驶[笑哭] 在特斯拉机器人上市前是特斯拉各种利空密集突发阶段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519596425883832","repostId":"2601369690","repostType":2,"repost":{"id":"2601369690","kind":"news","pubTimestamp":1767873971,"share":"https://www.laohu8.com/m/news/2601369690?lang=zh_CN&edition=full","pubTime":"2026-01-08 20:06","market":"us","language":"zh","title":"特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开","url":"https://stock-news.laohu8.com/highlight/detail?id=2601369690","media":"快科技","summary":"但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。此次事故特斯拉负全责，因为车辆没买车损险，车损非常严重，已经报废了。","content":"<html><body><article><p>快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。</p><p>行车记录仪<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。</p><p>但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，<strong>结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。</strong></p><p>车主介绍，当时他开了辅助驾驶系统，他看到要追尾第一反应是踩刹车，但系统却让他避让，踩刹车没有反应，导致最后追尾，并被大货车挤着拖行了几十米。</p><p>特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。</p><p>最后，是大货车司机砸碎了车玻璃，他们才逃了出来。此次事故特斯拉负全责，<strong>因为车辆没买车损险，车损非常严重，已经报废了。</strong></p><p>车主表示，如果当时是他在开车，发生这样的事故他愿意承担事故责任。但现在的情况时，车辆是由辅助驾驶来开的，车辆失控才造成事故。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260108201322229d163i88xupy3xmm\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 20:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆特斯拉发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。行车记录仪视频显示，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。车主介绍，当时他开了辅助驾驶系统，他看到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1629891620.HKD":"ALLIANZ INCOME 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601369690","content_text":"快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆特斯拉发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。行车记录仪视频显示，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。车主介绍，当时他开了辅助驾驶系统，他看到要追尾第一反应是踩刹车，但系统却让他避让，踩刹车没有反应，导致最后追尾，并被大货车挤着拖行了几十米。特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。最后，是大货车司机砸碎了车玻璃，他们才逃了出来。此次事故特斯拉负全责，因为车辆没买车损险，车损非常严重，已经报废了。车主表示，如果当时是他在开车，发生这样的事故他愿意承担事故责任。但现在的情况时，车辆是由辅助驾驶来开的，车辆失控才造成事故。","news_type":1,"symbols_score_info":{"TSLA":1.97,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519424845365664,"gmtCreate":1767787809349,"gmtModify":1767787811900,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"只谈忧患 这是唱空么？","listText":"只谈忧患 这是唱空么？","text":"只谈忧患 这是唱空么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519424845365664","repostId":"2601877535","repostType":2,"repost":{"id":"2601877535","kind":"news","pubTimestamp":1767784565,"share":"https://www.laohu8.com/m/news/2601877535?lang=zh_CN&edition=full","pubTime":"2026-01-07 19:16","market":"us","language":"zh","title":"特斯拉：一家或将陷入衰退的成长型企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2601877535","media":"美股研究社","summary":"综上，储能业务虽是特斯拉目前唯一具备实际增长潜力的板块，但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。要知道，彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。综合来看，特斯拉已不再是一家高速成长的企业，反而是正陷入衰退的泥潭。","content":"<html><body><article><p><strong>用户群体的疏远与核心人物风险</strong></p><p>我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶（FSD）、人工智能与机器人技术。原因很简单，这三项业务至今均未产生实质性的财务收益，依旧停留在投机阶段。</p><p>即便未来其中一项或多项业务能够取得成功，也必须正视一个现实：这些领域的竞争都异常激烈，而<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在切入这些赛道时，已然因创始人的政治立场卷入争议，导致品牌声誉受损，暴露出显著的<strong>核心人物风险</strong>。近年来，市场上一直流传着 “过度追求政治正确，终将反噬企业经营” 的说法，而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者，进而可能损害用户信任 —— 这对公司的发展而言，无疑是一剂毒药。</p><img src=\"\"/><p>【如需和我们交流可扫码添加进社群】</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLcrVAEs2bhwIEUP4FfvianI8UkwWsmGS8QGt9FUCfIVia1npfInK1SOWWQ/640?wx_fmt=png&amp;from=appmsg\"/><p><strong>储能业务：</strong></p><p><strong>装机量增长放缓，单位营收持续下滑</strong></p><p>接下来聚焦特斯拉的核心实体业务 —— 汽车制造与储能系统。在所有业务指标中，储能装机量（GWh）是特斯拉唯一能拿出手的增长数据。2025 年第四季度，公司储能装机量达到 14.2 吉瓦时的历史新高；全年装机量累计达 46.7 吉瓦时，展现出强劲的扩张态势。</p><p>但光鲜数据的背后，是<strong>同比增速的快速滑落</strong>：2025 年储能装机量同比增幅为 49%，远低于 2024 年的 114% 与 2023 年的 126%。市场预测，到 2029 年，这一增速将进一步放缓至 26%，对应装机量约 141.8 吉瓦时。</p><p>与装机量增速放缓相伴而来的，是<strong>单位装机量营收的持续走低</strong>。2020 至 2021 年，特斯拉每吉瓦时储能装机量能创造近 7 亿美元的营收；而到了 2025 年第二季度，这一数值已腰斩过半，降至 2.89 亿美元；第三季度进一步下滑至 2.76 亿美元。值得注意的是，过去五个季度里，储能业务的毛利率基本稳定在 25% 至 31% 的区间。</p><p>综上，储能业务虽是特斯拉目前唯一具备实际增长潜力的板块，但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLczbSMU66CbrBjDq7jpr5zsiclLE4DkRGuL9TVwK0r2tbvibNaKK4AzxHw/640?wx_fmt=png&amp;from=appmsg\"/><p><strong>汽车业务：</strong></p><p><strong>交付量下滑叠加售价走低，内外承压</strong></p><p>无论市场如何炒作新概念，汽车销售仍是特斯拉的核心支柱业务。已有大量报道指出，2025 年第四季度，特斯拉汽车交付量同比暴跌 16%；全年交付量同比下降 9%，创下公司史上最差的季度同比表现，同时也是连续第二个财年交付量下滑。</p><p>此外，根据分析师的测算，截至 2025 年第三季度，特斯拉汽车的过去十二个月（TTM）平均售价已<span>跌破</span> 4 万美元。</p><p>市场预测，到 2029 年，特斯拉汽车年交付量有望达到 300 万辆，较 2025 年的 160 万辆实现增长。但这一目标的可行性，分析师深表怀疑 —— 毕竟，特斯拉正面临日益激烈的市场竞争。即便我们姑且认可这一偏乐观的预测，其对应的 2029 年交付量同比增速也仅为 28%，与 2023 年之前的高速增长时代相去甚远。要知道，彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。</p><p>从区域市场的表现中，我们更能直观感受到特斯拉的困境。2025 年 11 月，中国新能源汽车市场整体销量同比增长 21%，<a href=\"https://laohu8.com/S/XIACY\">小米</a>等中国本土品牌的交付量更是实现翻倍，而特斯拉在华销量却陷入同比停滞。</p><p>放眼全球市场，2025 年<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>的纯电动汽车销量已大幅超越特斯拉。而在欧洲市场，马斯克的立场引发了消费者的强烈抵触：2025 年 12 月，特斯拉在瑞典、法国、西班牙、比利时、葡萄牙的新车注册量同比分别暴跌 71%、66%、44%、28% 和 13%。从欧洲主要市场的全年数据初步判断，特斯拉 2025 年的注册量同比降幅约为 25%，市场份额持续萎缩。</p><p>雪上加霜的是，受美国本土政策支持力度减弱等因素影响，2026 年全球新能源汽车销量的整体增速预计将显著放缓。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLciaWMQ0QPFPFmoNQtcVWichXhCuZB2x0BS879mNfIl6Lz8r5HIRlqLj6w/640?wx_fmt=png&amp;from=appmsg\"/><p><strong>估值泡沫：</strong></p><p><strong>人形机器人预期已被过度透支</strong></p><p>我们不妨暂且采信马斯克的说法 —— 预计到 2026 或 2027 年，特斯拉 Optimus 人形机器人的销量将突破 100 万台，单价或达 2.25 万美元，对应潜在营收约 225 亿美元。</p><p>但从下图的市场一致预期中可以看出，这部分潜在营收早已被<strong>完全计入当前估值</strong>。在覆盖特斯拉的 34 位分析师中，最乐观的预测认为，公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见，市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。</p><p>即便以这份极度乐观的 2027 年营收预期为基准，特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中，分析师曾从多个角度拆解特斯拉的估值，结论早已不言而喻：其估值水平早已脱离基本面，荒谬至极。而时至今日，这一结论依然成立。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKLTlW17KYicXbduwZsUSFEKA3QhDoZBDRLD4pI17USiafzA7ib7ZgicBniaIKocAFvdFCDFy7DSsRicKibw/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>数据来源：营收预期（Seeking Alpha）</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdJ3W4gruZ6lz6pj1cuQvXYHzFTgv6zBDxN3hjm1PtXPLNKCakI3eyW9mPqibvjCvXwDia0vaM9Nht8w/640?wx_fmt=png&amp;from=appmsg\"/><p><strong>结语</strong></p><p>在竞争白热化的新能源汽车市场，特斯拉正面临交付量下滑与售价走低的双重压力；储能业务虽有增长，但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益，早已被市场透支殆尽，当前估值完全建立在充满不确定性的预期之上。</p><p>更致命的是，创始人的政治立场引发的品牌声誉危机，以及由此带来的核心人物风险，正在持续损害公司的用户基础与市场竞争力。</p><p>综合来看，特斯拉已不再是一家高速成长的企业，反而是正陷入衰退的泥潭。对投资者而言，现在正是最后的离场时机。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdJlQNwm5fnHWnfblqB1P5B3gLTjg6j6dT5IyOFclcldYqPQickKMUqicdaXvibXdEb4OibV97CAwGO6TQ/640?wx_fmt=other&amp;wxfrom=5&amp;wx_lazy=1&amp;tp=webp#imgIndex=5\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKnkt8t5QpwjNQOKyGlZz4SFiacicdM3aP4hZVCfGia7HbIYBoDxz2gubPAgoXDXhfrcLIfT2eG92icfw/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;tp=webp#imgIndex=6\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_gif/dR7EpbvovdLt0fplojSTcIf4vTY1fP5f5VhIsL3QI5iaHIficMHKVzpaxPOM0yB24Zgs1PJlLHXFs5UXKRic0iaTxA/640?wx_fmt=gif&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;tp=webp#imgIndex=7\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉：一家或将陷入衰退的成长型企业</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉：一家或将陷入衰退的成长型企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 19:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>用户群体的疏远与核心人物风险我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶（FSD）、人工智能与机器人技术。原因很简单，这三项业务至今均未产生实质性的财务收益，依旧停留在投机阶段。即便未来其中一项或多项业务能够取得成功，也必须正视一个现实：这些领域的竞争都异常激烈，而特斯拉在切入这些赛道时，已然因创始人的政治立场卷入争议，导致品牌声誉受损，暴露出显著的核心人物风险。近年来，市场上一直...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4534":"瑞士信贷持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601877535","content_text":"用户群体的疏远与核心人物风险我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶（FSD）、人工智能与机器人技术。原因很简单，这三项业务至今均未产生实质性的财务收益，依旧停留在投机阶段。即便未来其中一项或多项业务能够取得成功，也必须正视一个现实：这些领域的竞争都异常激烈，而特斯拉在切入这些赛道时，已然因创始人的政治立场卷入争议，导致品牌声誉受损，暴露出显著的核心人物风险。近年来，市场上一直流传着 “过度追求政治正确，终将反噬企业经营” 的说法，而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者，进而可能损害用户信任 —— 这对公司的发展而言，无疑是一剂毒药。【如需和我们交流可扫码添加进社群】储能业务：装机量增长放缓，单位营收持续下滑接下来聚焦特斯拉的核心实体业务 —— 汽车制造与储能系统。在所有业务指标中，储能装机量（GWh）是特斯拉唯一能拿出手的增长数据。2025 年第四季度，公司储能装机量达到 14.2 吉瓦时的历史新高；全年装机量累计达 46.7 吉瓦时，展现出强劲的扩张态势。但光鲜数据的背后，是同比增速的快速滑落：2025 年储能装机量同比增幅为 49%，远低于 2024 年的 114% 与 2023 年的 126%。市场预测，到 2029 年，这一增速将进一步放缓至 26%，对应装机量约 141.8 吉瓦时。与装机量增速放缓相伴而来的，是单位装机量营收的持续走低。2020 至 2021 年，特斯拉每吉瓦时储能装机量能创造近 7 亿美元的营收；而到了 2025 年第二季度，这一数值已腰斩过半，降至 2.89 亿美元；第三季度进一步下滑至 2.76 亿美元。值得注意的是，过去五个季度里，储能业务的毛利率基本稳定在 25% 至 31% 的区间。综上，储能业务虽是特斯拉目前唯一具备实际增长潜力的板块，但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。汽车业务：交付量下滑叠加售价走低，内外承压无论市场如何炒作新概念，汽车销售仍是特斯拉的核心支柱业务。已有大量报道指出，2025 年第四季度，特斯拉汽车交付量同比暴跌 16%；全年交付量同比下降 9%，创下公司史上最差的季度同比表现，同时也是连续第二个财年交付量下滑。此外，根据分析师的测算，截至 2025 年第三季度，特斯拉汽车的过去十二个月（TTM）平均售价已跌破 4 万美元。市场预测，到 2029 年，特斯拉汽车年交付量有望达到 300 万辆，较 2025 年的 160 万辆实现增长。但这一目标的可行性，分析师深表怀疑 —— 毕竟，特斯拉正面临日益激烈的市场竞争。即便我们姑且认可这一偏乐观的预测，其对应的 2029 年交付量同比增速也仅为 28%，与 2023 年之前的高速增长时代相去甚远。要知道，彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。从区域市场的表现中，我们更能直观感受到特斯拉的困境。2025 年 11 月，中国新能源汽车市场整体销量同比增长 21%，小米等中国本土品牌的交付量更是实现翻倍，而特斯拉在华销量却陷入同比停滞。放眼全球市场，2025 年比亚迪的纯电动汽车销量已大幅超越特斯拉。而在欧洲市场，马斯克的立场引发了消费者的强烈抵触：2025 年 12 月，特斯拉在瑞典、法国、西班牙、比利时、葡萄牙的新车注册量同比分别暴跌 71%、66%、44%、28% 和 13%。从欧洲主要市场的全年数据初步判断，特斯拉 2025 年的注册量同比降幅约为 25%，市场份额持续萎缩。雪上加霜的是，受美国本土政策支持力度减弱等因素影响，2026 年全球新能源汽车销量的整体增速预计将显著放缓。估值泡沫：人形机器人预期已被过度透支我们不妨暂且采信马斯克的说法 —— 预计到 2026 或 2027 年，特斯拉 Optimus 人形机器人的销量将突破 100 万台，单价或达 2.25 万美元，对应潜在营收约 225 亿美元。但从下图的市场一致预期中可以看出，这部分潜在营收早已被完全计入当前估值。在覆盖特斯拉的 34 位分析师中，最乐观的预测认为，公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见，市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。即便以这份极度乐观的 2027 年营收预期为基准，特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中，分析师曾从多个角度拆解特斯拉的估值，结论早已不言而喻：其估值水平早已脱离基本面，荒谬至极。而时至今日，这一结论依然成立。数据来源：营收预期（Seeking Alpha）结语在竞争白热化的新能源汽车市场，特斯拉正面临交付量下滑与售价走低的双重压力；储能业务虽有增长，但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益，早已被市场透支殆尽，当前估值完全建立在充满不确定性的预期之上。更致命的是，创始人的政治立场引发的品牌声誉危机，以及由此带来的核心人物风险，正在持续损害公司的用户基础与市场竞争力。综合来看，特斯拉已不再是一家高速成长的企业，反而是正陷入衰退的泥潭。对投资者而言，现在正是最后的离场时机。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.98}},"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518891611710264,"gmtCreate":1767711732407,"gmtModify":1767711734666,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"安卓再自由 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也不妨碍苹果成为顶流","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519106789101904","repostId":"2601640188","repostType":2,"repost":{"id":"2601640188","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1767685847,"share":"https://www.laohu8.com/m/news/2601640188?lang=zh_CN&edition=full","pubTime":"2026-01-06 15:50","market":"nz","language":"zh","title":"英伟达做了个FSD？马斯克淡定回应：我不会为此失眠","url":"https://stock-news.laohu8.com/highlight/detail?id=2601640188","media":"华尔街见闻","summary":"英伟达CES发布开源自动驾驶模型Alpamayo，号称“物理AI的ChatGPT时刻”，将随奔驰CLA一季度上路。面对这一能“思考推理”的强劲对手，马斯克回应称解决长尾问题才是关键，并直言：“我才不会因为这个失眠，真心希望他们能成功。”","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在CES 2026展会上推出名为Alpamayo的开源自动驾驶AI模型，<strong>CEO黄仁勋称其为&#34;世界上首款能思考、能推理的自动驾驶汽车AI&#34;</strong>，直接挑战<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的FSD系统。</p><p>1月6日，电动汽车分析师Sawyer Merritt在X平台发帖称，英伟达宣布将于今年晚些时候在美国道路上推出Alpamayo。马斯克对此回应称：&#34;好吧，这正是特斯拉在做的。他们会发现，达到99%很容易，但要解决分布的长尾问题却非常困难。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da5cba922f60a5ba6c23a4c0edbcd586\" tg-width=\"1024\" tg-height=\"1219\"/></p><p>当有网友表示担心Alpamayo成为FSD的首个真正竞争对手，并指出英伟达可以在没有任何车队的情况下达到接近99%的水平，证明大规模车队数据已不再重要时，马斯克再次回应：&#34;我才不会因为这个失眠呢。我真心希望他们能成功。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/962b7db4bee1027917e211e73b58ad87\" tg-width=\"1024\" tg-height=\"1013\"/></p><h2 id=\"id_3075483512\">英伟达的&#34;推理式&#34;自动驾驶</h2><p><strong>英伟达将Alpamayo称为&#34;物理AI的ChatGPT时刻&#34;。</strong>这一开源AI模型家族旨在解决自动驾驶的&#34;长尾问题&#34;，即那些导致自动驾驶系统脱离或失败的罕见边缘案例。</p><p>旗舰产品Alpamayo 1是一个拥有100亿参数的视觉-语言-行动（VLA）模型。与传统自动驾驶系统仅检测物体和规划路径不同，Alpamayo采用&#34;链式推理&#34;方式。它处理视频输入并生成行驶轨迹，但更关键的是，它还会输出决策背后的逻辑。</p><p>黄仁勋表示：<strong>“这不仅仅是一个驾驶模型，而是一个能解释自己思考过程的模型。”</strong>展会上黄仁勋播放了一段演示视频，Alpamayo不仅能驾驶汽车，还能用自然语言解释自己的决策逻辑，例如“前方车辆刹车灯亮起，它可能减速，所以我应该保持距离”。</p><h2 id=\"id_1957901506\">开源策略对抗特斯拉封闭系统</h2><p>英伟达正通过全面的开源策略切入自动驾驶领域，其最新发布的Alpamayo 1模型权重已在Hugging Face平台开放获取，同步推出的还包括端到端仿真框架AlpaSim以及涵盖1700小时复杂驾驶场景的物理AI开放数据集。</p><p><strong>此举标志着英伟达正以“自动驾驶领域的安卓系统”为定位，构建开放生态，与特斯拉完全封闭的FSD系统形成差异化竞争路径</strong>。英伟达同时宣布，该项技术将自今年第一季度起搭载于梅赛德斯-奔驰CLA车型上，迈出商业化落地的重要一步。</p><h2 id=\"id_2999805665\">马斯克的&#34;长尾问题&#34;论</h2><p>马斯克的回应直指自动驾驶行业的核心瓶颈：模型性能的“长尾困境”。他指出，实现99%场景的高准确率相对可行，但攻克剩余1%的罕见却至关重要的“边缘案例”，才是真正决定技术能否安全落地的关键。</p><p>即便英伟达发布了推理能力更强的开源模型，在应对现实道路的极端复杂性和不确定性时，仍难以绕过特斯拉通过大规模部署所建立的数据与工程壁垒。</p><p>目前，特斯拉FSD系统已在全球数百万辆车上持续运行，积累了涵盖海量场景、尤其是“长尾问题”的真实道路数据与闭环优化经验，这正是其在迭代效率和场景覆盖深度上的结构性优势。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达做了个FSD？马斯克淡定回应：我不会为此失眠</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达做了个FSD？马斯克淡定回应：我不会为此失眠\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-01-06 15:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在CES 2026展会上推出名为Alpamayo的开源自动驾驶AI模型，<strong>CEO黄仁勋称其为&#34;世界上首款能思考、能推理的自动驾驶汽车AI&#34;</strong>，直接挑战<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的FSD系统。</p><p>1月6日，电动汽车分析师Sawyer Merritt在X平台发帖称，英伟达宣布将于今年晚些时候在美国道路上推出Alpamayo。马斯克对此回应称：&#34;好吧，这正是特斯拉在做的。他们会发现，达到99%很容易，但要解决分布的长尾问题却非常困难。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da5cba922f60a5ba6c23a4c0edbcd586\" tg-width=\"1024\" tg-height=\"1219\"/></p><p>当有网友表示担心Alpamayo成为FSD的首个真正竞争对手，并指出英伟达可以在没有任何车队的情况下达到接近99%的水平，证明大规模车队数据已不再重要时，马斯克再次回应：&#34;我才不会因为这个失眠呢。我真心希望他们能成功。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/962b7db4bee1027917e211e73b58ad87\" tg-width=\"1024\" tg-height=\"1013\"/></p><h2 id=\"id_3075483512\">英伟达的&#34;推理式&#34;自动驾驶</h2><p><strong>英伟达将Alpamayo称为&#34;物理AI的ChatGPT时刻&#34;。</strong>这一开源AI模型家族旨在解决自动驾驶的&#34;长尾问题&#34;，即那些导致自动驾驶系统脱离或失败的罕见边缘案例。</p><p>旗舰产品Alpamayo 1是一个拥有100亿参数的视觉-语言-行动（VLA）模型。与传统自动驾驶系统仅检测物体和规划路径不同，Alpamayo采用&#34;链式推理&#34;方式。它处理视频输入并生成行驶轨迹，但更关键的是，它还会输出决策背后的逻辑。</p><p>黄仁勋表示：<strong>“这不仅仅是一个驾驶模型，而是一个能解释自己思考过程的模型。”</strong>展会上黄仁勋播放了一段演示视频，Alpamayo不仅能驾驶汽车，还能用自然语言解释自己的决策逻辑，例如“前方车辆刹车灯亮起，它可能减速，所以我应该保持距离”。</p><h2 id=\"id_1957901506\">开源策略对抗特斯拉封闭系统</h2><p>英伟达正通过全面的开源策略切入自动驾驶领域，其最新发布的Alpamayo 1模型权重已在Hugging Face平台开放获取，同步推出的还包括端到端仿真框架AlpaSim以及涵盖1700小时复杂驾驶场景的物理AI开放数据集。</p><p><strong>此举标志着英伟达正以“自动驾驶领域的安卓系统”为定位，构建开放生态，与特斯拉完全封闭的FSD系统形成差异化竞争路径</strong>。英伟达同时宣布，该项技术将自今年第一季度起搭载于梅赛德斯-奔驰CLA车型上，迈出商业化落地的重要一步。</p><h2 id=\"id_2999805665\">马斯克的&#34;长尾问题&#34;论</h2><p>马斯克的回应直指自动驾驶行业的核心瓶颈：模型性能的“长尾困境”。他指出，实现99%场景的高准确率相对可行，但攻克剩余1%的罕见却至关重要的“边缘案例”，才是真正决定技术能否安全落地的关键。</p><p>即便英伟达发布了推理能力更强的开源模型，在应对现实道路的极端复杂性和不确定性时，仍难以绕过特斯拉通过大规模部署所建立的数据与工程壁垒。</p><p>目前，特斯拉FSD系统已在全球数百万辆车上持续运行，积累了涵盖海量场景、尤其是“长尾问题”的真实道路数据与闭环优化经验，这正是其在迭代效率和场景覆盖深度上的结构性优势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"BK4550":"红杉资本持仓","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) 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1是一个拥有100亿参数的视觉-语言-行动（VLA）模型。与传统自动驾驶系统仅检测物体和规划路径不同，Alpamayo采用\"链式推理\"方式。它处理视频输入并生成行驶轨迹，但更关键的是，它还会输出决策背后的逻辑。黄仁勋表示：“这不仅仅是一个驾驶模型，而是一个能解释自己思考过程的模型。”展会上黄仁勋播放了一段演示视频，Alpamayo不仅能驾驶汽车，还能用自然语言解释自己的决策逻辑，例如“前方车辆刹车灯亮起，它可能减速，所以我应该保持距离”。开源策略对抗特斯拉封闭系统英伟达正通过全面的开源策略切入自动驾驶领域，其最新发布的Alpamayo 1模型权重已在Hugging Face平台开放获取，同步推出的还包括端到端仿真框架AlpaSim以及涵盖1700小时复杂驾驶场景的物理AI开放数据集。此举标志着英伟达正以“自动驾驶领域的安卓系统”为定位，构建开放生态，与特斯拉完全封闭的FSD系统形成差异化竞争路径。英伟达同时宣布，该项技术将自今年第一季度起搭载于梅赛德斯-奔驰CLA车型上，迈出商业化落地的重要一步。马斯克的\"长尾问题\"论马斯克的回应直指自动驾驶行业的核心瓶颈：模型性能的“长尾困境”。他指出，实现99%场景的高准确率相对可行，但攻克剩余1%的罕见却至关重要的“边缘案例”，才是真正决定技术能否安全落地的关键。即便英伟达发布了推理能力更强的开源模型，在应对现实道路的极端复杂性和不确定性时，仍难以绕过特斯拉通过大规模部署所建立的数据与工程壁垒。目前，特斯拉FSD系统已在全球数百万辆车上持续运行，积累了涵盖海量场景、尤其是“长尾问题”的真实道路数据与闭环优化经验，这正是其在迭代效率和场景覆盖深度上的结构性优势。","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVDY":0.6,"UFO":0.6,"NVDL":0.6,"NVDS":0.6,"NVDA":1.95,"NVDX":0.6,"NVD3.UK":0.6,"NVDU":0.6,"2NVD.UK":0.6,"TSLA":1.93,"NVDD":0.6,"SNVD.UK":0.6,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508473488351552,"gmtCreate":1765121410261,"gmtModify":1765121412603,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"<a 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15:21","market":"us","language":"zh","title":"特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对","url":"https://stock-news.laohu8.com/highlight/detail?id=1145818375","media":"智通财经网","summary":"成为首个对该方案做出决定的主要投资者。","content":"<html><head></head><body><p>作为 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿，特斯拉周二美股盘前跌超2%。</p><p style=\"text-align: justify;\">由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示：“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值，但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”</p><p style=\"text-align: justify;\">据悉，挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准，但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时，又重新为马斯克设计了新的奖励方案。</p><p style=\"text-align: justify;\">此外，该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI，并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。</p><p style=\"text-align: justify;\">该基金在解释反对两位董事连任的投票理由时写道：“当董事会未能以股东的最佳利益为导向行事时，股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因，也未解释支持杰比亚连任的理由。</p><p style=\"text-align: justify;\"><strong>特斯拉股东大会召开在即</strong></p><p style=\"text-align: justify;\">特斯拉将于美东时间11月6日召开年度股东大会，届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示，如果马斯克实现一系列业绩目标，他将获得最高达1万亿美元的股票奖励。这些目标包括：特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi)，以及将调整后盈利从2024年的166亿美元提高至4000亿美元。</p><p style=\"text-align: justify;\">若获通过，这将成为企业史上规模最大的薪酬方案。此外，如果该薪酬方案获通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这将赋予他更大的控制权。</p><p style=\"text-align: justify;\">不过，这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。</p><p style=\"text-align: justify;\">与此同时，特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称，如果马斯克的1万亿美元薪酬方案未获批准，这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案，并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示，这一基于业绩的薪酬方案旨在留住并激励马斯克，让他在未来至少再领导特斯拉七年半。</p><p style=\"text-align: justify;\">丹霍姆指出，随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者，马斯克的角色尤为关键。她补充称，马斯克的领导对特斯拉的成功“至关重要”，并警告如果没有一个能有效激励马斯克的计划，公司可能会失去他的“时间、才华与远见”。</p><p style=\"text-align: justify;\">丹霍姆还表示：“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力，以防止AI相关的坏事发生。因此，这次薪酬方案的核心并非金钱，而是投票权的影响力。”</p><p style=\"text-align: justify;\">值得一提的是，特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评，并被指未能充分维护股东利益，而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候，特拉华州法院撤销了马斯克2018年的薪酬协议，裁定该协议授予不当，且谈判过程由缺乏独立性的董事主导。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股东大会前夕，马斯克天价薪酬方案遭挪威主权财富基金公开反对\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 15:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1365160.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿，特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示：“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值，但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1365160.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1365160.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1145818375","content_text":"作为 特斯拉 第九大股东的挪威主权财富基金投票反对特斯拉为其首席执行官埃隆·马斯克提供的史无前例的1万亿美元薪酬方案。这是目前来自特斯拉大股东之一的最强烈反对信号。截至发稿，特斯拉周二美股盘前跌超2%。由挪威央行投资管理公司(NBIM)运营的挪威主权财富基金在其官网中表示：“尽管我们认可马斯克以其远见卓识为公司创造了巨大的价值，但我们对该奖励方案的总体规模、稀释效应以及缺乏关键人物风险缓解措施表示担忧。”据悉，挪威主权财富基金此前也曾投票反对马斯克的薪酬方案。该方案于去年6月获股东再次批准，但随后被特拉华州法院裁定无效。特斯拉董事会在提起上诉的同时，又重新为马斯克设计了新的奖励方案。此外，该基金还反对股东提议特斯拉投资马斯克的人工智能初创公司xAI，并反对艾拉·埃伦普瑞斯(Ira Ehrenpreis)和凯瑟琳·威尔逊-汤普森(Kathleen Wilson-Thompson)连任特斯拉董事会成员。该基金支持的一位即将连任的董事是爱彼迎的联合创始人乔•杰比亚(Joe Gebbia)。该基金在解释反对两位董事连任的投票理由时写道：“当董事会未能以股东的最佳利益为导向行事时，股东应有权寻求对董事会作出调整。”该基金未说明其反对特斯拉投资xAI的原因，也未解释支持杰比亚连任的理由。特斯拉股东大会召开在即特斯拉将于美东时间11月6日召开年度股东大会，届时将对9月提出的一份高达1万亿美元的薪酬方案进行表决。该薪酬方案显示，如果马斯克实现一系列业绩目标，他将获得最高达1万亿美元的股票奖励。这些目标包括：特斯拉市值达到8.5万亿美元、销售1200万辆汽车、交付100万台人形机器人、投放100万辆自动驾驶出租车(Robotaxi)，以及将调整后盈利从2024年的166亿美元提高至4000亿美元。若获通过，这将成为企业史上规模最大的薪酬方案。此外，如果该薪酬方案获通过，马斯克在特斯拉的持股比例将从13%提升至近29%，这将赋予他更大的控制权。不过，这项薪酬提案引发机构股东服务公司(ISS)等代理咨询机构的批评。ISS呼吁投资者投反对票，理由是该方案规模过于庞大且缺乏有效约束机制。与此同时，特斯拉董事长丹霍姆(Robyn Denholm)在上周一致股东的一封信中警告称，如果马斯克的1万亿美元薪酬方案未获批准，这位首席执行官可能会离开特斯拉。丹霍姆在股东信中呼吁投票支持这份薪酬方案，并敦促投资者重新选举三位与马斯克密切合作的资深董事。她表示，这一基于业绩的薪酬方案旨在留住并激励马斯克，让他在未来至少再领导特斯拉七年半。丹霍姆指出，随着特斯拉致力于成为全球人工智能(AI)与自动驾驶技术的领导者，马斯克的角色尤为关键。她补充称，马斯克的领导对特斯拉的成功“至关重要”，并警告如果没有一个能有效激励马斯克的计划，公司可能会失去他的“时间、才华与远见”。丹霍姆还表示：“他一直在坚持这一观点——未来应确保自己在特斯拉拥有足够的投票影响力，以防止AI相关的坏事发生。因此，这次薪酬方案的核心并非金钱，而是投票权的影响力。”值得一提的是，特斯拉董事会近年来一直因与马斯克关系过于密切而受到外界批评，并被指未能充分维护股东利益，而治理专家和维权团体也对其独立性及对马斯克影响力的监督提出质疑。今年早些时候，特拉华州法院撤销了马斯克2018年的薪酬协议，裁定该协议授予不当，且谈判过程由缺乏独立性的董事主导。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197501899611212","authorId":"4197501899611212","name":"Y.is","avatar":"https://static.tigerbbs.com/7870baab54008189f9f1ce3dfc25d09f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4197501899611212","idStr":"4197501899611212"},"content":"确实好恶心，这种垃圾小编","text":"确实好恶心，这种垃圾小编","html":"确实好恶心，这种垃圾小编"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488790959358112,"gmtCreate":1760361053664,"gmtModify":1760361056136,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"卖了美股 买了港股 差价5%","listText":"卖了美股 买了港股 差价5%","text":"卖了美股 买了港股 差价5%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488790959358112","isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484168431649072,"gmtCreate":1759233646676,"gmtModify":1759233649041,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"国内车贷的毁约量应该很小","listText":"国内车贷的毁约量应该很小","text":"国内车贷的毁约量应该很小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484168431649072","repostId":"2571696399","repostType":2,"repost":{"id":"2571696399","kind":"news","pubTimestamp":1759200304,"share":"https://www.laohu8.com/m/news/2571696399?lang=zh_CN&edition=full","pubTime":"2025-09-30 10:45","market":"us","language":"zh","title":"信用销售规模暴增 小鹏汽车巨额客户按揭尾款存减值风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2571696399","media":"中国能源网","summary":"小鹏汽车预计第三季度总收入在196亿元至210亿元之间，同比增长约94%至107.9%。小鹏汽车在财报中将应收账款与应收分期付款分开进行列报。截至今年6月底，小鹏汽车应收账款和票据净额合计17.64亿元，较2025年年初减少27.97%。这些活动在刺激销售的同时，也使得小鹏汽车对客户的应收分期付款规模持续增长。小鹏汽车称，供应商一般授予公司0至60日的信贷期。","content":"<p>自从两年前原<a href=\"https://laohu8.com/S/601633\">长城汽车</a>（601633.SH，02333.HK）副董事长、总裁王凤英出任<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>（09868.HK）联席总裁后，其主导的渠道变革、成本管控取得了一定效果——<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>9月22日披露的中期报告显示，公司汽车产品销量、营业收入同比均大幅增长，当期亏损大幅收窄，但累计亏损扩大至427.44亿元。</p><p>《经济参考报》记者注意到，小鹏汽车从2023年启动“木星计划”至今年上半年，直营店占比已由早期的约70%下降至目前的约30%。借助“渠道变革+信用销售”，公司汽车销量实现“逆袭”，应收款项结构大变，应收分期付款余额增长至72.55亿元。</p><p>“投资者在分析小鹏汽车应收账款的同时，要高度注意公司不断增加的应收分期付款规模及坏账计提情况”，9月23日，知名财税审专家刘志耕在接受《经济参考报》记者采访时表示，由于预期信用损失风险的计算模型存在一定的主观空间，可能成为公司利润调节工具。受宏观经济波动及行业周期等因素影响，这些规模庞大的分期付款违约率可能上升，公司需建立压力测试模型，评估不同经济场景下的风险敞口。</p><p><strong>应收分期付款规模跳跃式增长</strong></p><p>中报显示，今年上半年，小鹏汽车实现总收入340.9亿元，同比增长132.5%，归属于公司普通股股东的净利润为-11.4亿元，较去年同期的-26.53亿元大幅收窄。尽管如此，小鹏汽车的累计亏损扩大至427.44亿元。</p><p>上半年公司业绩改善源于汽车交付量增加。今年上半年，小鹏汽车交付量约为19.72万辆，同比增加279%。7月份总交付量约为3.67万辆，前7月累计交付量约为23.39万辆。小鹏汽车预计第三季度总收入在196亿元至210亿元之间，同比增长约94%至107.9%。</p><p>收入大增，赊销功不可没。小鹏汽车在财报中将应收账款与应收分期付款分开进行列报。其中，应收账款及票据指在正常销售汽车过程中，应收大批量购车者的款项，以及代客户收取的政府补贴款项。应收分期付款主要包括公司应收客户的汽车或电池分期付款的应收款项总额。</p><p>截至今年6月底，小鹏汽车应收账款和票据净额合计17.64亿元，较2025年年初减少27.97%。不过，公司期末应收分期付款的流动部分净额为26.71亿元，较2025年年初增加4.40%，应收分期付款的非流动部分净额为45.84亿元，较2024年年末增加1.78%，两项合计72.55亿元，较2024年年末增加2.26%。</p><p>小鹏汽车应收款结构之所以出现“一增一减”的变化，与公司销售模式变化有关。</p><p>2023年1月，王凤英出任小鹏汽车总裁后主抓两件事：销售渠道整合和成本管控。截至2022年底，小鹏汽车在中国大陆共有420家门店，其中：直营门店294家（占比约70%）、经销商门店126家（占比约30%），公司2022年汽车总销量为12.08万辆。2023年、2024年汽车总销量分别为14.16万辆、19万辆，今年上半年增加到19.72万辆，超过去年全年交付量。截至今年6月底，小鹏汽车在中国内地共有677家门店，其中经销商门店约474家，直营门店约203家。</p><p>记者注意到，小鹏汽车近年来推出了不少类似“零首付购车”的杠杆购车活动。这些活动在刺激销售的同时，也使得小鹏汽车对客户的应收分期付款规模持续增长。</p><p>财报显示，2022年、2023年、2024年及2025年上半年，小鹏汽车应收分期付款期末账面值分别为35.71亿元、50.31亿元、70.95亿元及73.46亿元，呈现出跳跃式增长态势，对应当期坏账计提金额分别为0.88亿元、1.22亿元、0.88亿元及0.90亿元，坏账计提比例分别为2.46%、2.42%、1.24%及1.23%，坏账计提比例呈现不断下滑趋势。无论是坏账计提金额还是计提比例均与应收分期支付款规模走势相悖。</p><p>小鹏汽车近年来应收分期付款及坏账计提情况 （单位/亿元）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b416e2979d1cd69deb400271039886ba\" tg-width=\"660\" tg-height=\"212\"></p><p>资料来源：公司公告 制表：郭新志</p><p>小鹏汽车没有解释应收分期付款暴增的具体原因。公司称，公司应收账款主要包括代表客户向政府领取的与政府补贴有关的车辆销售金额及向大批量客户在常规业务中的车辆销售金额。向个人客户的销售通常通过客户的垫款作出。向大批量买方的销售按介乎30至60日的信用期作出。</p><p><strong>占用供应链资金状况有待改善</strong></p><p>近年来，车企利用自身地位占用供应商资金现象突出，引发社会广泛关注。《保障中小企业款项支付条例》修订版自今年6月1日起正式实施，众多车企纷纷承诺“60天账期”。9月15日，中国汽车工业协会就“整车企业供应商账款支付规范”发出倡议。倡导整车企业支付账期自供应商企业交货并通过整车企业验收合格之日起计算，最长不超过60个自然日（如支付当日遇法定节假日顺延）。</p><p>应付贸易款项是观察上市车企占用供应商贸易款项的重要评估指标。<a href=\"https://laohu8.com/S/300033\">同花顺</a>iFinD数据显示，今年上半年，纳入统计范围的16家上市乘用车企业（A股+H股）的应付账款和应付票据（以下简称“应付贸易款项”）合计0.95万亿元，较2024年年末减少6.21%，其中，13家车企的应付贸易款项呈现下降趋势，表明车企占用供应商资金的情况整体有所缓解。</p><p>财报显示，截至今年6月30日，小鹏汽车应付贸易款项为306.87亿元，较2024年底增加32.96%，增速位居16家车企之首，其增长与公司收入快速增长有关。</p><p>具体来看，2025年上半年，公司期末应付账款达到169.59亿元，和2024年年末的151.82亿元相比，增加约11.71%。</p><p>从应付账款的账龄结构来看，3至6个月账龄比例大幅增加，由2024年年末的3.28亿元增长至2025年上半年的10.27亿元，增长约213.63%。0至3个月账龄比例增长约7.24%，由2024年年末的143.78亿元增加至今年上半年的154.19亿元。</p><p>应付票据总量亦大幅增加。2025年上半年，小鹏汽车应付银行承兑票据为137.28亿元，较2024年年末的78.99亿元增长约78.8%。</p><p>结构方面，从应付票据按照账龄分析，0至3个月账龄为87.85亿元，较2024年年末的54.48亿元增长约61.26%；3至6个月账龄为49.43亿元，较2024年年末的24.51亿元增长约101.67%。</p><p>小鹏汽车称，供应商一般授予公司0至60日的信贷期。但从上述账龄数据来看，公司应付账款账龄以0至3个月居多，而3至6个月的应付贸易款项增幅最大。</p><p>针对小鹏汽车应收分期付款坏账拨备、供应链资金占用等情况，记者9月23日致函小鹏汽车，至记者发稿，公司尚未回复。</p><p>展望2025年第三季度，小鹏汽车汽车交付量预计为11.3万辆至11.8万辆，按年增加约142.8%至153.6%。总收入预计为196亿元至210亿元，按年增加约94.0%至107.9%。（记者 郭新志 实习记者 李子莘）</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>信用销售规模暴增 小鹏汽车巨额客户按揭尾款存减值风险</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n信用销售规模暴增 小鹏汽车巨额客户按揭尾款存减值风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930104843954d6249&s=b><strong>中国能源网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自从两年前原长城汽车（601633.SH，02333.HK）副董事长、总裁王凤英出任小鹏汽车（09868.HK）联席总裁后，其主导的渠道变革、成本管控取得了一定效果——小鹏汽车9月22日披露的中期报告显示，公司汽车产品销量、营业收入同比均大幅增长，当期亏损大幅收窄，但累计亏损扩大至427.44亿元。《经济参考报》记者注意到，小鹏汽车从2023年启动“木星计划”至今年上半年，直营店占比已由早期的约...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930104843954d6249&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4526":"热门中概股","XPEV":"小鹏集团","BK4505":"高瓴资本持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4551":"寇图资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930104843954d6249&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571696399","content_text":"自从两年前原长城汽车（601633.SH，02333.HK）副董事长、总裁王凤英出任小鹏汽车（09868.HK）联席总裁后，其主导的渠道变革、成本管控取得了一定效果——小鹏汽车9月22日披露的中期报告显示，公司汽车产品销量、营业收入同比均大幅增长，当期亏损大幅收窄，但累计亏损扩大至427.44亿元。《经济参考报》记者注意到，小鹏汽车从2023年启动“木星计划”至今年上半年，直营店占比已由早期的约70%下降至目前的约30%。借助“渠道变革+信用销售”，公司汽车销量实现“逆袭”，应收款项结构大变，应收分期付款余额增长至72.55亿元。“投资者在分析小鹏汽车应收账款的同时，要高度注意公司不断增加的应收分期付款规模及坏账计提情况”，9月23日，知名财税审专家刘志耕在接受《经济参考报》记者采访时表示，由于预期信用损失风险的计算模型存在一定的主观空间，可能成为公司利润调节工具。受宏观经济波动及行业周期等因素影响，这些规模庞大的分期付款违约率可能上升，公司需建立压力测试模型，评估不同经济场景下的风险敞口。应收分期付款规模跳跃式增长中报显示，今年上半年，小鹏汽车实现总收入340.9亿元，同比增长132.5%，归属于公司普通股股东的净利润为-11.4亿元，较去年同期的-26.53亿元大幅收窄。尽管如此，小鹏汽车的累计亏损扩大至427.44亿元。上半年公司业绩改善源于汽车交付量增加。今年上半年，小鹏汽车交付量约为19.72万辆，同比增加279%。7月份总交付量约为3.67万辆，前7月累计交付量约为23.39万辆。小鹏汽车预计第三季度总收入在196亿元至210亿元之间，同比增长约94%至107.9%。收入大增，赊销功不可没。小鹏汽车在财报中将应收账款与应收分期付款分开进行列报。其中，应收账款及票据指在正常销售汽车过程中，应收大批量购车者的款项，以及代客户收取的政府补贴款项。应收分期付款主要包括公司应收客户的汽车或电池分期付款的应收款项总额。截至今年6月底，小鹏汽车应收账款和票据净额合计17.64亿元，较2025年年初减少27.97%。不过，公司期末应收分期付款的流动部分净额为26.71亿元，较2025年年初增加4.40%，应收分期付款的非流动部分净额为45.84亿元，较2024年年末增加1.78%，两项合计72.55亿元，较2024年年末增加2.26%。小鹏汽车应收款结构之所以出现“一增一减”的变化，与公司销售模式变化有关。2023年1月，王凤英出任小鹏汽车总裁后主抓两件事：销售渠道整合和成本管控。截至2022年底，小鹏汽车在中国大陆共有420家门店，其中：直营门店294家（占比约70%）、经销商门店126家（占比约30%），公司2022年汽车总销量为12.08万辆。2023年、2024年汽车总销量分别为14.16万辆、19万辆，今年上半年增加到19.72万辆，超过去年全年交付量。截至今年6月底，小鹏汽车在中国内地共有677家门店，其中经销商门店约474家，直营门店约203家。记者注意到，小鹏汽车近年来推出了不少类似“零首付购车”的杠杆购车活动。这些活动在刺激销售的同时，也使得小鹏汽车对客户的应收分期付款规模持续增长。财报显示，2022年、2023年、2024年及2025年上半年，小鹏汽车应收分期付款期末账面值分别为35.71亿元、50.31亿元、70.95亿元及73.46亿元，呈现出跳跃式增长态势，对应当期坏账计提金额分别为0.88亿元、1.22亿元、0.88亿元及0.90亿元，坏账计提比例分别为2.46%、2.42%、1.24%及1.23%，坏账计提比例呈现不断下滑趋势。无论是坏账计提金额还是计提比例均与应收分期支付款规模走势相悖。小鹏汽车近年来应收分期付款及坏账计提情况 （单位/亿元）资料来源：公司公告 制表：郭新志小鹏汽车没有解释应收分期付款暴增的具体原因。公司称，公司应收账款主要包括代表客户向政府领取的与政府补贴有关的车辆销售金额及向大批量客户在常规业务中的车辆销售金额。向个人客户的销售通常通过客户的垫款作出。向大批量买方的销售按介乎30至60日的信用期作出。占用供应链资金状况有待改善近年来，车企利用自身地位占用供应商资金现象突出，引发社会广泛关注。《保障中小企业款项支付条例》修订版自今年6月1日起正式实施，众多车企纷纷承诺“60天账期”。9月15日，中国汽车工业协会就“整车企业供应商账款支付规范”发出倡议。倡导整车企业支付账期自供应商企业交货并通过整车企业验收合格之日起计算，最长不超过60个自然日（如支付当日遇法定节假日顺延）。应付贸易款项是观察上市车企占用供应商贸易款项的重要评估指标。同花顺iFinD数据显示，今年上半年，纳入统计范围的16家上市乘用车企业（A股+H股）的应付账款和应付票据（以下简称“应付贸易款项”）合计0.95万亿元，较2024年年末减少6.21%，其中，13家车企的应付贸易款项呈现下降趋势，表明车企占用供应商资金的情况整体有所缓解。财报显示，截至今年6月30日，小鹏汽车应付贸易款项为306.87亿元，较2024年底增加32.96%，增速位居16家车企之首，其增长与公司收入快速增长有关。具体来看，2025年上半年，公司期末应付账款达到169.59亿元，和2024年年末的151.82亿元相比，增加约11.71%。从应付账款的账龄结构来看，3至6个月账龄比例大幅增加，由2024年年末的3.28亿元增长至2025年上半年的10.27亿元，增长约213.63%。0至3个月账龄比例增长约7.24%，由2024年年末的143.78亿元增加至今年上半年的154.19亿元。应付票据总量亦大幅增加。2025年上半年，小鹏汽车应付银行承兑票据为137.28亿元，较2024年年末的78.99亿元增长约78.8%。结构方面，从应付票据按照账龄分析，0至3个月账龄为87.85亿元，较2024年年末的54.48亿元增长约61.26%；3至6个月账龄为49.43亿元，较2024年年末的24.51亿元增长约101.67%。小鹏汽车称，供应商一般授予公司0至60日的信贷期。但从上述账龄数据来看，公司应付账款账龄以0至3个月居多，而3至6个月的应付贸易款项增幅最大。针对小鹏汽车应收分期付款坏账拨备、供应链资金占用等情况，记者9月23日致函小鹏汽车，至记者发稿，公司尚未回复。展望2025年第三季度，小鹏汽车汽车交付量预计为11.3万辆至11.8万辆，按年增加约142.8%至153.6%。总收入预计为196亿元至210亿元，按年增加约94.0%至107.9%。（记者 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即将与中免展开新一轮租赁谈判","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508473488351552","isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565529304074240,"gmtCreate":1779103069470,"gmtModify":1779103071792,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"在匈牙利玩砍一刀 被罚了多少？咋不见一个字的报道呢","listText":"在匈牙利玩砍一刀 被罚了多少？咋不见一个字的报道呢","text":"在匈牙利玩砍一刀 被罚了多少？咋不见一个字的报道呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565529304074240","repostId":"2634021580","repostType":2,"repost":{"id":"2634021580","kind":"live","pubTimestamp":1778585229,"share":"https://www.laohu8.com/m/news/2634021580?lang=zh_CN&edition=full","pubTime":"2026-05-12 19:27","market":"us","language":"zh","title":"拼多多千亿 “新拼姆” 计划：百人团队、大牌工厂、Temu 变重","url":"https://stock-news.laohu8.com/highlight/detail?id=2634021580","media":"智通财经","summary":"目前，新拼姆组织了多个团队赛马。","content":"<html><head></head><body><p>2025年底， <a href=\"https://laohu8.com/S/PDD\">拼多多</a> 说要花1000亿元投资供应链，三年再造一个自己。但到目前为止，执行这件事的是一支约百人规模的独立团队，大多数拼多多和Temu员工不知道他们在做什么，也没有接到支持需求。 </p><p>项目是拼多多今年4月在年度财报会上宣布的 “拼多多 + Temu”，搭建自营品牌模式的 “新拼姆”，第一期现金注资150亿元，三年计划总投入1000亿元。新拼姆主要负责人之一北陌曾是腾讯产品经理，加入拼多多后先做产品，后曾负责过服装类目。他此前最主要的成绩是快团团——2020年推出的私域团购工具，近年来GMV稳定在3000亿元以上，但商业化进展有限，和拼多多主业没有打通。</p><p>目前，新拼姆组织了多个团队赛马。（晚点 LatePost）</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多千亿 “新拼姆” 计划：百人团队、大牌工厂、Temu 变重</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多千亿 “新拼姆” 计划：百人团队、大牌工厂、Temu 变重\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 19:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年底， 拼多多 说要花1000亿元投资供应链，三年再造一个自己。但到目前为止，执行这件事的是一支约百人规模的独立团队，大多数拼多多和Temu员工不知道他们在做什么，也没有接到支持需求。 项目是拼多多今年4月在年度财报会上宣布的 “拼多多 + Temu”，搭建自营品牌模式的 “新拼姆”，第一期现金注资150亿元，三年计划总投入1000亿元。新拼姆主要负责人之一北陌曾是腾讯产品经理，加入拼多多...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多","PDDL":"2倍做多PDD ETF-GraniteShares","KPDD":"2倍做多PDD ETF-KraneShares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2634021580","content_text":"2025年底， 拼多多 说要花1000亿元投资供应链，三年再造一个自己。但到目前为止，执行这件事的是一支约百人规模的独立团队，大多数拼多多和Temu员工不知道他们在做什么，也没有接到支持需求。 项目是拼多多今年4月在年度财报会上宣布的 “拼多多 + Temu”，搭建自营品牌模式的 “新拼姆”，第一期现金注资150亿元，三年计划总投入1000亿元。新拼姆主要负责人之一北陌曾是腾讯产品经理，加入拼多多后先做产品，后曾负责过服装类目。他此前最主要的成绩是快团团——2020年推出的私域团购工具，近年来GMV稳定在3000亿元以上，但商业化进展有限，和拼多多主业没有打通。目前，新拼姆组织了多个团队赛马。（晚点 LatePost）","news_type":1,"symbols_score_info":{"PDD":2,"PDDL":0.6,"KPDD":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355194065,"gmtCreate":1617033042257,"gmtModify":1617033042257,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"除非证明电子烟延年益寿 不然这个票最终都是个死&nbsp;","listText":"除非证明电子烟延年益寿 不然这个票最终都是个死&nbsp;","text":"除非证明电子烟延年益寿 不然这个票最终都是个死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/355194065","repostId":"2123256988","repostType":4,"repost":{"id":"2123256988","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617032828,"share":"https://www.laohu8.com/m/news/2123256988?lang=zh_CN&edition=full","pubTime":"2021-03-29 23:47","market":"us","language":"zh","title":"【异动】雾芯科技暴涨18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2123256988","media":"老虎资讯综合","summary":"3月29日，雾芯科技盘中暴涨18%，近日公司发表在《应用毒理学杂志》上的最新同行评议研究表明，电子烟中广泛使用的冷却剂WS-23在测试剂量下对实验动物的影响有限。研究表明,在急性和亚急性吸入研究中,W","content":"<p>3月29日，雾芯科技盘中暴涨18%，近日公司发表在《应用毒理学杂志》上的最新同行评议研究表明，电子烟中广泛使用的冷却剂WS-23在测试剂量下对实验动物的影响有限。</p><p><img src=\"https://static.tigerbbs.com/8019537d929c1d771ebec3fa1ed6f205\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>研究表明,在急性和亚急性吸入研究中,WS-23治疗组均无死亡,体重、脏器重量、血液学和血清生化均无显著变化,组织病理学分析也无毒性作用。</p><p>同时，雾芯科技第四季度利润超分析师预期营收上升。RLX科技首席执行官王莹女士说：“展望未来，我们计划进一步巩固我们的领导地位，我们将继续努力在科学研究方面进行投资，加强我们的技术和产品开发，加强我们的分销和零售网络，加强供应链和生产能力，并扩展我们的全球能力。这些战略举措旨在支持我们的长期增长。“</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】雾芯科技暴涨18%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】雾芯科技暴涨18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-29 23:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月29日，雾芯科技盘中暴涨18%，近日公司发表在《应用毒理学杂志》上的最新同行评议研究表明，电子烟中广泛使用的冷却剂WS-23在测试剂量下对实验动物的影响有限。</p><p><img src=\"https://static.tigerbbs.com/8019537d929c1d771ebec3fa1ed6f205\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>研究表明,在急性和亚急性吸入研究中,WS-23治疗组均无死亡,体重、脏器重量、血液学和血清生化均无显著变化,组织病理学分析也无毒性作用。</p><p>同时，雾芯科技第四季度利润超分析师预期营收上升。RLX科技首席执行官王莹女士说：“展望未来，我们计划进一步巩固我们的领导地位，我们将继续努力在科学研究方面进行投资，加强我们的技术和产品开发，加强我们的分销和零售网络，加强供应链和生产能力，并扩展我们的全球能力。这些战略举措旨在支持我们的长期增长。“</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9c35ed98221796867ee3eb028c7fe9e","relate_stocks":{"RLX":"雾芯科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123256988","content_text":"3月29日，雾芯科技盘中暴涨18%，近日公司发表在《应用毒理学杂志》上的最新同行评议研究表明，电子烟中广泛使用的冷却剂WS-23在测试剂量下对实验动物的影响有限。研究表明,在急性和亚急性吸入研究中,WS-23治疗组均无死亡,体重、脏器重量、血液学和血清生化均无显著变化,组织病理学分析也无毒性作用。同时，雾芯科技第四季度利润超分析师预期营收上升。RLX科技首席执行官王莹女士说：“展望未来，我们计划进一步巩固我们的领导地位，我们将继续努力在科学研究方面进行投资，加强我们的技术和产品开发，加强我们的分销和零售网络，加强供应链和生产能力，并扩展我们的全球能力。这些战略举措旨在支持我们的长期增长。“","news_type":1,"symbols_score_info":{"RLX":0.9}},"isVote":1,"tweetType":1,"viewCount":4303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550575704688251","authorId":"3550575704688251","name":"hzj666","avatar":"https://static.tigerbbs.com/1bc83468e0368ed823683232c0da2a44","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3550575704688251","idStr":"3550575704688251"},"content":"死是不可能的，就算最终国内没市场，国外市场还是有的","text":"死是不可能的，就算最终国内没市场，国外市场还是有的","html":"死是不可能的，就算最终国内没市场，国外市场还是有的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948549380,"gmtCreate":1595428187240,"gmtModify":1704208964368,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"政治体制&nbsp;才是矛盾根本吧","listText":"政治体制&nbsp;才是矛盾根本吧","text":"政治体制 才是矛盾根本吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/948549380","repostId":"1128076133","repostType":4,"isVote":1,"tweetType":1,"viewCount":2719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613530874,"gmtCreate":1649932839599,"gmtModify":1649932839599,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"官字两张口 👍","listText":"官字两张口 👍","text":"官字两张口 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/613530874","repostId":"1140263734","repostType":2,"isVote":1,"tweetType":1,"viewCount":4697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305764029,"gmtCreate":1605063663661,"gmtModify":1703836040739,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"一匹埋头只管吃的马 和一匹吃点草料就撒欢儿乱叫乱跑的马 对比结果大多如此[开心]&nbsp;","listText":"一匹埋头只管吃的马 和一匹吃点草料就撒欢儿乱叫乱跑的马 对比结果大多如此[开心]&nbsp;","text":"一匹埋头只管吃的马 和一匹吃点草料就撒欢儿乱叫乱跑的马 对比结果大多如此[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/305764029","repostId":"1111953700","repostType":4,"repost":{"id":"1111953700","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605063445,"share":"https://www.laohu8.com/m/news/1111953700?lang=zh_CN&edition=full","pubTime":"2020-11-11 10:57","market":"us","language":"zh","title":"阿里让出港股市值第一宝座，腾讯接棒","url":"https://stock-news.laohu8.com/highlight/detail?id=1111953700","media":"老虎资讯综合","summary":"11月11日，阿里巴巴跌超8%，市值缩至54084亿港元，让出港股市值第一宝座。腾讯跌近5%市值54154亿港元，超过阿里。","content":"<p><img src=\"https://static.tigerbbs.com/6155e10fea3e0a53cbd9de71a6eb1614\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/ee8c8cf0098755f9bd1a4ca798be6ebc\" tg-width=\"840\" 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里让出港股市值第一宝座，腾讯接棒\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-11 10:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/6155e10fea3e0a53cbd9de71a6eb1614\" tg-width=\"840\" tg-height=\"470\"><img src=\"https://static.tigerbbs.com/ee8c8cf0098755f9bd1a4ca798be6ebc\" tg-width=\"840\" tg-height=\"470\">11月11日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超8%，市值缩至54084亿港元，让出港股市值第一宝座。<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌近5%市值54154亿港元，超过阿里。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f13f9296c3b006f981500ed5d2af766f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111953700","content_text":"11月11日，阿里巴巴跌超8%，市值缩至54084亿港元，让出港股市值第一宝座。腾讯跌近5%市值54154亿港元，超过阿里。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820373608,"gmtCreate":1633356088734,"gmtModify":1633356088734,"author":{"id":"3550884934656926","authorId":"3550884934656926","name":"重庆老赵","avatar":"https://static.tigerbbs.com/b717addd899a8536a2ef46813ee6e613","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3550884934656926","idStr":"3550884934656926"},"themes":[],"title":"","htmlText":"又一把新的镰刀磨好了 韭菜们踊跃现身吧[开心]&nbsp;","listText":"又一把新的镰刀磨好了 韭菜们踊跃现身吧[开心]&nbsp;","text":"又一把新的镰刀磨好了 韭菜们踊跃现身吧[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820373608","repostId":"1192724044","repostType":4,"repost":{"id":"1192724044","kind":"news","pubTimestamp":1633341497,"share":"https://www.laohu8.com/m/news/1192724044?lang=zh_CN&edition=full","pubTime":"2021-10-04 17:58","market":"sh","language":"zh","title":"默沙东宣布新药之后，疫情与医药股行情将如何演绎","url":"https://stock-news.laohu8.com/highlight/detail?id=1192724044","media":"中信建投证券研究","summary":"国际市场主流国家流感疫苗接种率仍维持40%-50%高位。","content":"<p>作者：贺菊颖、袁清慧、刘若飞、胡世超、阳明春、赖俊勇</p>\n<p>原文标题：疫苗+药物，迎接黎明前的曙光</p>\n<p>10月1日，<a href=\"https://laohu8.com/S/MRK\">默沙东</a>官方网站宣布，其口服抗病毒药物 Molnupiravir 使轻中度新冠患者的住院率或死亡风险降低了约50%，公司计划在美国寻求获得紧急使用授权，并向全球其他药品监管机构提交上市申请。</p>\n<p><b>我们梳理了最新的全球新冠小分子药物研发进展。</b></p>\n<p>目前全球已上市及在研新冠小分子药物共169款，其中：已获批上市2款，分别为瑞德西韦和巴瑞替尼；临床III期36款，最受关注的是来自默沙东的Molnupiravir和罗氏的AT-527；临床三期的药物中，国内企业进行研究的共3款，分别为可利霉素（沈阳同联）、普克鲁胺（开拓药业）和ASC09F/利托那韦联用（歌礼药业）。</p>\n<p><b>如何看待默沙东新冠口服药物三期临床成功对国内制药产业链的影响？</b></p>\n<p>Molnupiravir作为核苷类药物，整体合成路径与其他核苷类药物有诸多相似性；现有合成路线以尿苷或胞苷起始，经化学合成和/或酶催化酰化得到Molnupiravir；相关起始物料或中间体供应商如<a href=\"https://laohu8.com/S/300702\">天宇股份</a>、<a href=\"https://laohu8.com/S/600267\">海正药业</a>、拓新药业等或受益；新冠小分子药物研发积极推动，国内小分子CDMO龙头公司如<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/002821\">凯莱英</a>、九州药业等亦有可能承接相关业务。</p>\n<p><b>疫苗+小分子口服药物+中和抗体，抗击新冠病毒的组合拳，各有优势。</b></p>\n<p>疫苗、中和抗体与小分子药物共同抗击疫情，发挥不同功效，未来一段时间需求均将持续存在。全球范围内流感特效药已广泛存在，国际市场主流国家流感疫苗接种率仍维持40%-50%高位。</p>\n<p><b>港股行情回顾：本周医药整体跑输大盘，CXO及中药表现较好。</b></p>\n<p>本周恒生医疗保健上涨0.08%，恒生指数上涨1.59%，恒生医疗保健整体跑输大盘1.51%。年初以来，恒生医疗保健整体跑输大盘0.10%。子行业方面，本周CXO（+3.89%）、中药（+2.97%）子行业表现较好。</p>\n<p><b>A股行情回顾：本周医药整体跑赢大盘，医疗服务及医药零售表现较好。</b></p>\n<p>本周医药指数下跌0.43%，万得全A指数下跌1.58%，医药指数整体跑赢大盘1.15%。2021年以来，医药指数整体跑输大盘10.02%。子行业方面，本周医疗服务（+2.43%）、医药零售（+1.45%）子行业表现较好。</p>\n<p><img src=\"https://static.tigerbbs.com/0cffd86c707201f0c77f6f67189c2221\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c4cba5c16ac340568f894accd7e45660\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/0d94cd12c2ef4a3ca40bcb0ebe62963c\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><img 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Molnupiravir 使轻中度新冠患者的住院率或死亡风险降低了约50%，公司计划在美国寻求获得紧急使用授权，并向全球其他药品监管机构提交上市申请。\n我们梳理了最新的全球新冠小分子药物研发进展。\n目前全球已上市及在研新冠小分子药物共169款，其中：已获批...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3ODAyODI0Ng==&mid=2649258370&idx=3&sn=d860d1f2e126b64e3770ff15e41fa7ec&chksm=f341933bc4361a2d13510c9f3ef291fe111c164b06c999e10e7367b13e6405dfa19493ccf846&scene=126&&sessionid=1633330909\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb4be1ff4aaa40ac88564f80f173158e","relate_stocks":{"MRK":"默沙东"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3ODAyODI0Ng==&mid=2649258370&idx=3&sn=d860d1f2e126b64e3770ff15e41fa7ec&chksm=f341933bc4361a2d13510c9f3ef291fe111c164b06c999e10e7367b13e6405dfa19493ccf846&scene=126&&sessionid=1633330909","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192724044","content_text":"作者：贺菊颖、袁清慧、刘若飞、胡世超、阳明春、赖俊勇\n原文标题：疫苗+药物，迎接黎明前的曙光\n10月1日，默沙东官方网站宣布，其口服抗病毒药物 Molnupiravir 使轻中度新冠患者的住院率或死亡风险降低了约50%，公司计划在美国寻求获得紧急使用授权，并向全球其他药品监管机构提交上市申请。\n我们梳理了最新的全球新冠小分子药物研发进展。\n目前全球已上市及在研新冠小分子药物共169款，其中：已获批上市2款，分别为瑞德西韦和巴瑞替尼；临床III期36款，最受关注的是来自默沙东的Molnupiravir和罗氏的AT-527；临床三期的药物中，国内企业进行研究的共3款，分别为可利霉素（沈阳同联）、普克鲁胺（开拓药业）和ASC09F/利托那韦联用（歌礼药业）。\n如何看待默沙东新冠口服药物三期临床成功对国内制药产业链的影响？\nMolnupiravir作为核苷类药物，整体合成路径与其他核苷类药物有诸多相似性；现有合成路线以尿苷或胞苷起始，经化学合成和/或酶催化酰化得到Molnupiravir；相关起始物料或中间体供应商如天宇股份、海正药业、拓新药业等或受益；新冠小分子药物研发积极推动，国内小分子CDMO龙头公司如药明康德、凯莱英、九州药业等亦有可能承接相关业务。\n疫苗+小分子口服药物+中和抗体，抗击新冠病毒的组合拳，各有优势。\n疫苗、中和抗体与小分子药物共同抗击疫情，发挥不同功效，未来一段时间需求均将持续存在。全球范围内流感特效药已广泛存在，国际市场主流国家流感疫苗接种率仍维持40%-50%高位。\n港股行情回顾：本周医药整体跑输大盘，CXO及中药表现较好。\n本周恒生医疗保健上涨0.08%，恒生指数上涨1.59%，恒生医疗保健整体跑输大盘1.51%。年初以来，恒生医疗保健整体跑输大盘0.10%。子行业方面，本周CXO（+3.89%）、中药（+2.97%）子行业表现较好。\nA股行情回顾：本周医药整体跑赢大盘，医疗服务及医药零售表现较好。\n本周医药指数下跌0.43%，万得全A指数下跌1.58%，医药指数整体跑赢大盘1.15%。2021年以来，医药指数整体跑输大盘10.02%。子行业方面，本周医疗服务（+2.43%）、医药零售（+1.45%）子行业表现较好。","news_type":1,"symbols_score_info":{"MRK":0.9}},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}